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
826
$1.66M ﹤0.01%
29,359
+17,160
827
$1.66M ﹤0.01%
+111,063
828
$1.66M ﹤0.01%
65,398
-65,459
829
$1.64M ﹤0.01%
30,008
-248,540
830
$1.63M ﹤0.01%
58,720
+19,971
831
$1.62M ﹤0.01%
109,193
-1,058,048
832
$1.61M ﹤0.01%
37,773
+33,588
833
$1.59M ﹤0.01%
99,257
+3,031
834
$1.59M ﹤0.01%
+56,636
835
$1.57M ﹤0.01%
56,038
+15,015
836
$1.56M ﹤0.01%
73,699
+67,948
837
$1.55M ﹤0.01%
19,863
-31,552
838
$1.53M ﹤0.01%
108,264
-27,637
839
$1.53M ﹤0.01%
28,950
+22,600
840
$1.52M ﹤0.01%
8,825
-4,200
841
$1.5M ﹤0.01%
65,064
-36,259
842
$1.5M ﹤0.01%
2,788
+27
843
$1.49M ﹤0.01%
31,312
+21,674
844
$1.49M ﹤0.01%
62,466
-775
845
$1.47M ﹤0.01%
5,461
-3,222
846
$1.46M ﹤0.01%
65,715
-102,795
847
$1.45M ﹤0.01%
10,551
+34
848
$1.45M ﹤0.01%
7,414
+3,730
849
$1.43M ﹤0.01%
536,200
-9,900
850
$1.42M ﹤0.01%
89,533
+71,262
32 33
34
35 36