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
801
$2.89M 0.01%
37,000
-3,000
802
$2.88M 0.01%
44,702
-319,976
803
$2.77M 0.01%
122,387
+2,567
804
$2.73M 0.01%
+190,600
805
$2.67M 0.01%
39,923
+20,101
806
$2.65M 0.01%
87,407
+46,801
807
$2.64M 0.01%
151,080
-26,175
808
$2.57M 0.01%
103,100
809
$2.55M 0.01%
127,600
-3,600
810
$2.54M 0.01%
501,433
811
$2.54M 0.01%
69,800
+2,200
812
$2.52M 0.01%
107,638
+2,258
813
$2.51M ﹤0.01%
77,250
+1,620
814
$2.46M ﹤0.01%
60,122
+18,122
815
$2.39M ﹤0.01%
+61,940
816
$2.35M ﹤0.01%
106,140
817
$2.35M ﹤0.01%
+174,857
818
$2.35M ﹤0.01%
158,197
819
$2.35M ﹤0.01%
683,848
820
$2.34M ﹤0.01%
33,009
-12,321
821
$2.33M ﹤0.01%
29,464
-1,450
822
$2.31M ﹤0.01%
117,952
-1,444,870
823
$2.31M ﹤0.01%
177,616
824
$2.21M ﹤0.01%
76,700
+40,080
825
$2.13M ﹤0.01%
39,188
+568
31 32
33
34 35