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
751
$2.97M 0.01%
+79,921
752
$2.96M 0.01%
+31,611
753
$2.94M 0.01%
600,470
+315,846
754
$2.93M 0.01%
24,078
+16,613
755
$2.87M 0.01%
82,848
+2,782
756
$2.82M 0.01%
54,225
+27,326
757
$2.82M 0.01%
120,128
+68,928
758
$2.78M 0.01%
18,698
-59,651
759
$2.76M 0.01%
7,235
+14
760
$2.73M 0.01%
29,456
-284,433
761
$2.73M 0.01%
65,800
762
$2.7M 0.01%
10,593
-1,456
763
$2.67M 0.01%
48,333
-35,048
764
$2.67M 0.01%
105,988
-26,837
765
$2.65M 0.01%
1,555,865
+390,115
766
$2.61M 0.01%
52,875
+3,682
767
$2.61M 0.01%
27,885
+3,276
768
$2.59M 0.01%
51,898
+37,246
769
$2.52M 0.01%
15,096
+8,784
770
$2.51M 0.01%
780,655
+484,055
771
$2.49M 0.01%
58,470
-21,514
772
$2.43M 0.01%
40,765
+449
773
$2.42M 0.01%
43,079
+7,248
774
$2.42M 0.01%
67,806
-93,955
775
$2.37M 0.01%
205,227
+187,365
29 30
31
32 33