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
$53.6B
AUM Growth
+$3.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$170M
3
+$135M
4
ABBV icon
AbbVie
ABBV
+$127M
5
V icon
Visa
V
+$126M

Top Sells

1
+$138M
2
+$119M
3
+$119M
4
BA icon
Boeing
BA
+$114M
5
GIS icon
General Mills
GIS
+$113M

Sector Composition

1 Technology 16.34%
2 Financials 16.16%
3 Consumer Discretionary 14.75%
4 Healthcare 12.53%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$6.33M 0.01%
145,200
+123,600
702
$6.31M 0.01%
53,900
+2,000
703
$6.26M 0.01%
202,450
+3,125
704
$6.19M 0.01%
115,685
-110,400
705
$6.13M 0.01%
201,800
706
$6.08M 0.01%
+3,550,360
707
$5.99M 0.01%
+120,700
708
$5.86M 0.01%
29,157
-6,643
709
$5.83M 0.01%
139,924
+3,372
710
$5.83M 0.01%
97,354
+41,801
711
$5.8M 0.01%
364,543
-121,843
712
$5.79M 0.01%
543,500
-443,800
713
$5.79M 0.01%
558,451
+532,000
714
$5.72M 0.01%
50,509
+45,409
715
$5.7M 0.01%
115,932
+42,394
716
$5.65M 0.01%
76,380
+1,397
717
$5.64M 0.01%
210,573
-9,760
718
$5.49M 0.01%
+184,488
719
$5.47M 0.01%
68,602
+18,884
720
$5.36M 0.01%
96,374
+34,596
721
$5.35M 0.01%
67,300
722
$5.35M 0.01%
98,679
+36,376
723
$5.32M 0.01%
302,100
724
$5.23M 0.01%
+178,400
725
$5.11M 0.01%
51,100
+792
27 28
29
30 31