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
876
$1.4M ﹤0.01%
32,700
+18,400
877
$1.37M ﹤0.01%
21,401
-322,051
878
$1.37M ﹤0.01%
111,700
+109,400
879
$1.37M ﹤0.01%
46,200
880
$1.36M ﹤0.01%
478,343
-203,478
881
$1.35M ﹤0.01%
76,685
-65,000
882
$1.35M ﹤0.01%
26,850
+20,267
883
$1.34M ﹤0.01%
35,341
+1,700
884
$1.33M ﹤0.01%
21,322
-1,195
885
$1.33M ﹤0.01%
27,200
+13,000
886
$1.3M ﹤0.01%
9,785
-2,251
887
$1.3M ﹤0.01%
24,877
-654
888
$1.28M ﹤0.01%
149,800
+94,700
889
$1.28M ﹤0.01%
19,802
-138,884
890
$1.28M ﹤0.01%
109,200
-131,600
891
$1.27M ﹤0.01%
423,038
-124,962
892
$1.27M ﹤0.01%
30,297
-2,152
893
$1.26M ﹤0.01%
15,500
894
$1.25M ﹤0.01%
23,118
895
$1.23M ﹤0.01%
27,363
+12,210
896
$1.2M ﹤0.01%
+13,132
897
$1.19M ﹤0.01%
21,992
898
$1.19M ﹤0.01%
33,854
+2,019
899
$1.15M ﹤0.01%
16,600
-2,500
900
$1.15M ﹤0.01%
34,093
+28,169
34 35
36
37 38