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
776
$3.59M 0.01%
51,400
-147,600
777
$3.59M 0.01%
119,245
-199,912
778
$3.56M 0.01%
96,952
+20,783
779
$3.55M 0.01%
101,900
-38,700
780
$3.52M 0.01%
333,972
-1,159,300
781
$3.44M 0.01%
106,300
+37,400
782
$3.43M 0.01%
61,785
-81,879
783
$3.42M 0.01%
234,510
-32,100
784
$3.28M 0.01%
46,600
785
$3.26M 0.01%
7,300
-13,900
786
$3.22M 0.01%
265,939
-180,305
787
$3.19M 0.01%
65,800
788
$3.15M 0.01%
157,381
-16,957
789
$3.11M 0.01%
73,200
-32,000
790
$3.08M 0.01%
15
791
$3.05M 0.01%
84,500
-503,531
792
$3.04M 0.01%
76,152
+1,597
793
$3.04M 0.01%
181,900
+171,800
794
$3.03M 0.01%
85,019
-102,881
795
$3.02M 0.01%
34,890
-48,474
796
$3.01M 0.01%
5,962
+1,000
797
$2.98M 0.01%
134,808
-35,200
798
$2.94M 0.01%
47,436
-89,660
799
$2.92M 0.01%
35,300
-759,709
800
$2.91M 0.01%
43,245
-3,639
30 31
32
33 34