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
726
$5.33M 0.01%
333,147
-61,453
727
$5.29M 0.01%
+58,500
728
$5.28M 0.01%
69,800
+69,000
729
$5.23M 0.01%
91,700
-29,400
730
$5.23M 0.01%
463,851
-377,081
731
$5.18M 0.01%
168,900
-3,900
732
$5.15M 0.01%
196,735
-39,400
733
$5.1M 0.01%
943,739
+157,300
734
$5.07M 0.01%
160,900
-5,226
735
$5.04M 0.01%
49,125
-927,550
736
$4.97M 0.01%
27,953
+183
737
$4.95M 0.01%
82,000
-11,900
738
$4.88M 0.01%
120,573
-1,400
739
$4.87M 0.01%
263,820
+140,000
740
$4.87M 0.01%
246,076
-494,700
741
$4.85M 0.01%
272,290
742
$4.73M 0.01%
28,722
-1,586
743
$4.71M 0.01%
134,324
-1,683
744
$4.7M 0.01%
181,400
-178,143
745
$4.64M 0.01%
405,603
-3,444
746
$4.63M 0.01%
196,954
-1,648
747
$4.61M 0.01%
384,400
+1,850
748
$4.58M 0.01%
437,400
+375,600
749
$4.51M 0.01%
65,447
-6,553
750
$4.44M 0.01%
293,517
+73,020
28 29
30
31 32