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
701
$4M 0.01%
846,817
+187,963
702
$3.92M 0.01%
+65,326
703
$3.86M 0.01%
190,278
+3,177
704
$3.86M 0.01%
79,904
-147,332
705
$3.86M 0.01%
109,788
-113,468
706
$3.85M 0.01%
+27,585
707
$3.84M 0.01%
43,973
+6,865
708
$3.83M 0.01%
744,455
-11,188,637
709
$3.83M 0.01%
+52,814
710
$3.82M 0.01%
50,090
+45,661
711
$3.76M 0.01%
220,437
-1,476
712
$3.75M 0.01%
3,408,315
+8,464
713
$3.75M 0.01%
37,833
+1,596
714
$3.74M 0.01%
73,603
+3,618
715
$3.73M 0.01%
+222,404
716
$3.73M 0.01%
78,319
-5,576
717
$3.69M 0.01%
176,867
+89,775
718
$3.67M 0.01%
27,734
-5,314
719
$3.6M 0.01%
83,911
+59,448
720
$3.6M 0.01%
1,332,523
+670,396
721
$3.57M 0.01%
557,898
-64,896
722
$3.56M 0.01%
+66,597
723
$3.52M 0.01%
2,188,779
-172,918
724
$3.48M 0.01%
2,332,634
-76,219
725
$3.46M 0.01%
43,975
-160,773
27 28
29
30 31