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
$53.6B
AUM Growth
+$3.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$170M
3
+$135M
4
ABBV icon
AbbVie
ABBV
+$127M
5
V icon
Visa
V
+$126M

Top Sells

1
+$138M
2
+$119M
3
+$119M
4
BA icon
Boeing
BA
+$114M
5
GIS icon
General Mills
GIS
+$113M

Sector Composition

1 Technology 16.34%
2 Financials 16.16%
3 Consumer Discretionary 14.75%
4 Healthcare 12.53%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4.07M 0.01%
185,750
752
$4.05M 0.01%
530,843
-3,863
753
$4.05M 0.01%
1,957,667
+1,114,244
754
$4.02M 0.01%
710,244
755
$4.02M 0.01%
166,350
-29,355
756
$3.99M 0.01%
231,400
+115,800
757
$3.94M 0.01%
573,457
758
$3.91M 0.01%
36,000
+1,900
759
$3.87M 0.01%
21,917
-3,988
760
$3.84M 0.01%
74,900
+43,100
761
$3.83M 0.01%
+62,108
762
$3.83M 0.01%
437,659
-787,972
763
$3.77M 0.01%
66,416
+20,540
764
$3.77M 0.01%
272,113
-895,579
765
$3.75M 0.01%
238,910
766
$3.73M 0.01%
47,194
-486
767
$3.71M 0.01%
130,781
+2,364
768
$3.68M 0.01%
64,183
+63,300
769
$3.67M 0.01%
34,100
+33,600
770
$3.67M 0.01%
73,730
771
$3.67M 0.01%
+274,400
772
$3.65M 0.01%
257,374
+4,716
773
$3.6M 0.01%
8,583
-9,770
774
$3.53M 0.01%
+31,900
775
$3.49M 0.01%
+50,044
29 30
31
32 33