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
901
$1.14M ﹤0.01%
19,400
902
$1.13M ﹤0.01%
254,800
-6,448,800
903
$1.1M ﹤0.01%
53,475
+1,814
904
$1.1M ﹤0.01%
14,177
+6,287
905
$1.09M ﹤0.01%
22,892
906
$1.09M ﹤0.01%
18,783
-21,237
907
$1.08M ﹤0.01%
+20,900
908
$1.07M ﹤0.01%
75,200
-3,600
909
$1.06M ﹤0.01%
50,472
+1,471
910
$1.05M ﹤0.01%
45,000
-90,700
911
$1.05M ﹤0.01%
35,711
+439
912
$1.01M ﹤0.01%
20,895
913
$1.01M ﹤0.01%
21,343
+1,850
914
$1M ﹤0.01%
18,050
-822,250
915
$1M ﹤0.01%
54,002
-10,351
916
$986K ﹤0.01%
22,600
917
$972K ﹤0.01%
+30,600
918
$970K ﹤0.01%
19,150
919
$966K ﹤0.01%
13,000
-20,800
920
$964K ﹤0.01%
+14,950
921
$961K ﹤0.01%
8,600
922
$960K ﹤0.01%
12,220
923
$950K ﹤0.01%
44,600
-26,500
924
$950K ﹤0.01%
23,743
+2,437
925
$916K ﹤0.01%
+22,563
35 36
37
38 39