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
726
$3.44M 0.01%
890,534
+233,241
727
$3.44M 0.01%
468,677
-126,806
728
$3.42M 0.01%
38,753
+20,333
729
$3.35M 0.01%
39,977
-7,480
730
$3.35M 0.01%
423,515
+144,433
731
$3.35M 0.01%
55,357
-39,621
732
$3.33M 0.01%
34,844
-11,201
733
$3.32M 0.01%
37,373
-85,797
734
$3.23M 0.01%
22,503
-9,500
735
$3.21M 0.01%
17,593
+4,374
736
$3.2M 0.01%
13,808
+8,830
737
$3.19M 0.01%
248,699
+36,480
738
$3.18M 0.01%
82,571
+19,555
739
$3.17M 0.01%
100,264
-4,497
740
$3.14M 0.01%
+449,990
741
$3.1M 0.01%
122,815
742
$3.07M 0.01%
+70,086
743
$3.07M 0.01%
44,405
+39,808
744
$3.07M 0.01%
21,754
-42,608
745
$3.02M 0.01%
258,883
-22,385
746
$3.02M 0.01%
39,378
+31,844
747
$3M 0.01%
279,269
-51,800
748
$2.99M 0.01%
16,256
+3,563
749
$2.99M 0.01%
56,674
-36,122
750
$2.98M 0.01%
+177,246
28 29
30
31 32