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
$50.9B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,327
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$114M
3
+$111M
4
UNH icon
UnitedHealth
UNH
+$110M
5
LYB icon
LyondellBasell Industries
LYB
+$105M

Top Sells

1
+$267M
2
+$101M
3
+$95.1M
4
BAX icon
Baxter International
BAX
+$93.9M
5
KMB icon
Kimberly-Clark
KMB
+$92.5M

Sector Composition

1 Financials 17.55%
2 Technology 17.24%
3 Healthcare 14.81%
4 Industrials 10.33%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$6.41M 0.01%
214,300
+1,300
702
$6.38M 0.01%
308,296
+4,018
703
$6.33M 0.01%
1,459,250
+191,500
704
$6.3M 0.01%
142,356
-84,690
705
$6.22M 0.01%
69,240
+68,858
706
$6.11M 0.01%
214,700
-37,900
707
$6.1M 0.01%
102,720
708
$6.05M 0.01%
949,076
-25,200
709
$6.04M 0.01%
+132,200
710
$6.04M 0.01%
84,256
-25,677
711
$6.02M 0.01%
261,523
-5,380
712
$5.95M 0.01%
297,314
-26,641
713
$5.91M 0.01%
65,010
714
$5.89M 0.01%
2,453,908
+148,000
715
$5.86M 0.01%
151,370
-1,897
716
$5.85M 0.01%
+282,820
717
$5.74M 0.01%
130,968
+36,081
718
$5.71M 0.01%
61,834
+48,647
719
$5.66M 0.01%
147,447
+55,247
720
$5.49M 0.01%
99,612
-1,249
721
$5.4M 0.01%
182,176
-3,983
722
$5.39M 0.01%
+71,700
723
$5.39M 0.01%
594,065
-4,702
724
$5.34M 0.01%
100,762
-72,304
725
$5.33M 0.01%
128,600
-2,800
27 28
29
30 31