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
51
$182M 0.39%
1,659,575
-1,552,993
52
$182M 0.39%
683,180
-572,997
53
$178M 0.38%
1,356,483
+41,465
54
$177M 0.38%
667,059
+46,001
55
$175M 0.37%
2,691,432
+392,775
56
$174M 0.37%
2,293,996
-477,402
57
$171M 0.37%
2,877,540
-590,100
58
$171M 0.36%
1,449,835
-426,498
59
$170M 0.36%
1,078,337
-130,259
60
$169M 0.36%
1,272,658
-219,050
61
$163M 0.35%
983,263
-134,921
62
$160M 0.34%
513,632
+27,523
63
$150M 0.32%
+3,357,465
64
$147M 0.31%
2,084,270
-268,218
65
$147M 0.31%
4,701,884
-634,207
66
$144M 0.31%
2,132,375
-6,310,405
67
$143M 0.31%
9,091,128
-1,739,962
68
$142M 0.3%
9,450,377
+351,497
69
$138M 0.3%
17,071,544
+426,412
70
$138M 0.3%
612,185
-61,386
71
$138M 0.3%
4,075,827
-161,445
72
$137M 0.29%
966,459
-151,788
73
$131M 0.28%
1,680,201
-1,174,030
74
$130M 0.28%
1,997,180
+913,172
75
$128M 0.27%
2,261,675
-324,725
1 2
3
4 5