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
951
$677K ﹤0.01%
9,101
+2,773
952
$677K ﹤0.01%
+10,367
953
$669K ﹤0.01%
100,672
954
$663K ﹤0.01%
134,465
-10,968
955
$660K ﹤0.01%
11,270
+7,890
956
$645K ﹤0.01%
16,981
-179,659
957
$635K ﹤0.01%
+17,650
958
$622K ﹤0.01%
24,968
+15,968
959
$618K ﹤0.01%
23,844
-570,112
960
$616K ﹤0.01%
63,284
+31,697
961
$612K ﹤0.01%
66,939
-831
962
$612K ﹤0.01%
+12,138
963
$610K ﹤0.01%
+21,508
964
$605K ﹤0.01%
206,405
965
$600K ﹤0.01%
28,789
+19,089
966
$599K ﹤0.01%
+8,733
967
$596K ﹤0.01%
25,738
-246,698
968
$593K ﹤0.01%
56,275
+14,085
969
$585K ﹤0.01%
35,191
+30,121
970
$569K ﹤0.01%
10,869
-4,828
971
$565K ﹤0.01%
11,872
-1,387
972
$553K ﹤0.01%
5,516
-40,431
973
$546K ﹤0.01%
15,257
+9,208
974
$546K ﹤0.01%
4,185
+3,071
975
$544K ﹤0.01%
24,000
-100,219
37 38
39
40 41