Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $128B
1-Year Est. Return 29.36%
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.7B
AUM Growth
-$14.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,444
New
Increased
Reduced
Closed

Top Buys

1
+$460M
2
+$339M
3
+$205M
4
MSFT icon
Microsoft
MSFT
+$158M
5
INTU icon
Intuit
INTU
+$155M

Top Sells

1
+$630M
2
+$426M
3
+$185M
4
IBM icon
IBM
IBM
+$170M
5
INTC icon
Intel
INTC
+$170M

Sector Composition

1 Consumer Discretionary 20.7%
2 Technology 20.08%
3 Healthcare 13.28%
4 Financials 12.03%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4.8M 0.01%
+675,018
677
$4.78M 0.01%
94,421
-22,938
678
$4.77M 0.01%
355,127
+88,174
679
$4.72M 0.01%
93,987
-156,109
680
$4.71M 0.01%
25,542
-24,792
681
$4.7M 0.01%
+560,340
682
$4.56M 0.01%
+93,259
683
$4.55M 0.01%
137,789
+28,059
684
$4.54M 0.01%
229,039
+119,349
685
$4.48M 0.01%
+76,317
686
$4.46M 0.01%
332,009
-220,644
687
$4.44M 0.01%
16
688
$4.38M 0.01%
66,463
+17,189
689
$4.35M 0.01%
38,593
+26,592
690
$4.23M 0.01%
145,710
-163,522
691
$4.22M 0.01%
1,102,917
+406,335
692
$4.22M 0.01%
+84,973
693
$4.2M 0.01%
120,366
-50,536
694
$4.18M 0.01%
15,445
+829
695
$4.17M 0.01%
+81,600
696
$4.12M 0.01%
31,039
-743
697
$4.1M 0.01%
364,471
+208,691
698
$4.08M 0.01%
134,195
+14,986
699
$4.06M 0.01%
1,043,119
+88,022
700
$4.06M 0.01%
61,820
-127,715
26 27
28
29 30