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
851
$1.41M ﹤0.01%
74,056
+62,603
852
$1.41M ﹤0.01%
493,183
-173,654
853
$1.41M ﹤0.01%
+78,783
854
$1.4M ﹤0.01%
115,529
-7,895
855
$1.4M ﹤0.01%
29,872
-42,491
856
$1.38M ﹤0.01%
+138,146
857
$1.37M ﹤0.01%
45,567
+280
858
$1.37M ﹤0.01%
+69,108
859
$1.35M ﹤0.01%
130,274
-1,618
860
$1.35M ﹤0.01%
64,806
+40,925
861
$1.35M ﹤0.01%
14,187
-7,626
862
$1.34M ﹤0.01%
50,506
-14,832
863
$1.34M ﹤0.01%
21,076
+15,537
864
$1.34M ﹤0.01%
+76,231
865
$1.33M ﹤0.01%
93,148
+420
866
$1.33M ﹤0.01%
+62,894
867
$1.33M ﹤0.01%
36,763
+19,624
868
$1.29M ﹤0.01%
58,240
-120,834
869
$1.29M ﹤0.01%
+669,179
870
$1.28M ﹤0.01%
15,689
-84,875
871
$1.28M ﹤0.01%
+361,996
872
$1.27M ﹤0.01%
52,572
+11,426
873
$1.27M ﹤0.01%
90,775
+40,527
874
$1.26M ﹤0.01%
10,620
+4,749
875
$1.26M ﹤0.01%
666,959
+101,112
33 34
35
36 37