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
$48.4B
AUM Growth
-$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,294
New
Increased
Reduced
Closed

Top Buys

1
+$585M
2
+$303M
3
+$220M
4
CSCO icon
Cisco
CSCO
+$181M
5
EDU icon
New Oriental
EDU
+$167M

Top Sells

1
+$399M
2
+$291M
3
+$189M
4
MRK icon
Merck
MRK
+$168M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$142M

Sector Composition

1 Technology 16.73%
2 Financials 15.92%
3 Consumer Discretionary 13.76%
4 Healthcare 12.17%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3.29M 0.01%
+54,959
752
$3.28M 0.01%
86,947
+5,542
753
$3.28M 0.01%
42,836
-16,222
754
$3.24M 0.01%
64,956
-43,512
755
$3.23M 0.01%
37,644
756
$3.23M 0.01%
38,600
-143,138
757
$3.23M 0.01%
31,871
758
$3.22M 0.01%
72,760
759
$3.21M 0.01%
15
-1
760
$3.18M 0.01%
100,612
-4,315
761
$3.18M 0.01%
23,570
762
$3.11M 0.01%
76,600
+66,100
763
$3.1M 0.01%
22,525
+8,811
764
$3.08M 0.01%
43,699
+581
765
$3.08M 0.01%
63,238
-100,269
766
$3.01M 0.01%
94,365
+20,169
767
$2.99M 0.01%
102,353
-73,928
768
$2.98M 0.01%
331,530
-138,670
769
$2.96M 0.01%
73,689
+20,000
770
$2.92M 0.01%
61,439
-66,600
771
$2.9M 0.01%
27,565
-3,860
772
$2.88M 0.01%
35,848
-9,290
773
$2.86M 0.01%
133,400
+41,000
774
$2.86M 0.01%
65,800
775
$2.86M 0.01%
44,190
-39,600
29 30
31
32 33