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
$48.4B
AUM Growth
-$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,294
New
Increased
Reduced
Closed

Top Buys

1
+$585M
2
+$303M
3
+$220M
4
CSCO icon
Cisco
CSCO
+$181M
5
EDU icon
New Oriental
EDU
+$167M

Top Sells

1
+$399M
2
+$291M
3
+$189M
4
MRK icon
Merck
MRK
+$168M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$142M

Sector Composition

1 Technology 16.73%
2 Financials 15.92%
3 Consumer Discretionary 13.76%
4 Healthcare 12.17%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$647K ﹤0.01%
+4,695
952
$624K ﹤0.01%
8,008
+4,108
953
$607K ﹤0.01%
10,900
954
$605K ﹤0.01%
+5,410
955
$605K ﹤0.01%
13,064
-2,589
956
$600K ﹤0.01%
+28,162
957
$593K ﹤0.01%
+26,000
958
$592K ﹤0.01%
18,742
-252,725
959
$589K ﹤0.01%
+104,551
960
$583K ﹤0.01%
40,214
+6,661
961
$569K ﹤0.01%
50,900
-300
962
$559K ﹤0.01%
30,800
-1,200
963
$547K ﹤0.01%
8,524
-91,193
964
$532K ﹤0.01%
8,955
+4,047
965
$508K ﹤0.01%
+21,725
966
$504K ﹤0.01%
19,671
967
$487K ﹤0.01%
+1,875
968
$486K ﹤0.01%
42,300
-1,700
969
$474K ﹤0.01%
5,107
-309
970
$466K ﹤0.01%
11,950
-2,000
971
$462K ﹤0.01%
+25,034
972
$458K ﹤0.01%
25,125
973
$452K ﹤0.01%
4,098
974
$450K ﹤0.01%
8,200
975
$440K ﹤0.01%
6,657
-42,525
37 38
39
40 41