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
951
$676K ﹤0.01%
1,455
-1,833
952
$673K ﹤0.01%
+8,557
953
$669K ﹤0.01%
8,471
-1,883
954
$663K ﹤0.01%
+11,600
955
$658K ﹤0.01%
11,508
-3,755
956
$644K ﹤0.01%
6,167
957
$643K ﹤0.01%
42,623
+37,759
958
$634K ﹤0.01%
5,550
-6,864
959
$619K ﹤0.01%
20,580
-6,000
960
$616K ﹤0.01%
306,936
961
$614K ﹤0.01%
11,100
962
$606K ﹤0.01%
6,894
-585,151
963
$600K ﹤0.01%
+22,479
964
$589K ﹤0.01%
10,900
965
$585K ﹤0.01%
25,784
966
$577K ﹤0.01%
12,441
967
$574K ﹤0.01%
6,097
-72,631
968
$565K ﹤0.01%
13,950
969
$554K ﹤0.01%
38,500
-101,500
970
$552K ﹤0.01%
19,000
971
$549K ﹤0.01%
18,700
972
$549K ﹤0.01%
43,100
+25,200
973
$546K ﹤0.01%
14,600
-110,378
974
$545K ﹤0.01%
22,499
975
$542K ﹤0.01%
+21,100
37 38
39
40 41