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
926
$864K ﹤0.01%
28,273
+17,794
927
$861K ﹤0.01%
20,747
+6,547
928
$835K ﹤0.01%
+85,634
929
$823K ﹤0.01%
18,142
-16,789
930
$808K ﹤0.01%
110,243
-30,911
931
$804K ﹤0.01%
29,319
-256,278
932
$804K ﹤0.01%
11,965
-96,475
933
$802K ﹤0.01%
7,777
+3,191
934
$801K ﹤0.01%
+66,254
935
$799K ﹤0.01%
57,922
-719
936
$797K ﹤0.01%
5,604
+3,317
937
$793K ﹤0.01%
+61,923
938
$790K ﹤0.01%
60,120
939
$783K ﹤0.01%
6,685
+5,418
940
$770K ﹤0.01%
24,010
-6,426
941
$769K ﹤0.01%
1,787,669
-1,524,254
942
$765K ﹤0.01%
+33,253
943
$754K ﹤0.01%
126,423
-11,708
944
$748K ﹤0.01%
+27,517
945
$725K ﹤0.01%
+10,783
946
$697K ﹤0.01%
+13,600
947
$696K ﹤0.01%
+18,326
948
$685K ﹤0.01%
+321,800
949
$679K ﹤0.01%
+68,570
950
$679K ﹤0.01%
+14,499
36 37
38
39 40