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
976
$538K ﹤0.01%
+17,000
977
$521K ﹤0.01%
6,545
-105,110
978
$521K ﹤0.01%
44,378
979
$518K ﹤0.01%
35,100
-2,800
980
$516K ﹤0.01%
17,200
981
$497K ﹤0.01%
53,900
+4,900
982
$486K ﹤0.01%
11,886
-964
983
$472K ﹤0.01%
10,893
-1,362
984
$467K ﹤0.01%
14,300
985
$464K ﹤0.01%
12,707
-4,214
986
$463K ﹤0.01%
11,800
+3,400
987
$449K ﹤0.01%
162,684
-173,068
988
$448K ﹤0.01%
20,064
-74,370
989
$439K ﹤0.01%
24,300
990
$428K ﹤0.01%
+1,070
991
$425K ﹤0.01%
+6,224
992
$421K ﹤0.01%
6,365
-453,051
993
$400K ﹤0.01%
4,400
-5,500
994
$399K ﹤0.01%
5,310
-1,070
995
$395K ﹤0.01%
4,360
+3,200
996
$388K ﹤0.01%
9,040
997
$385K ﹤0.01%
14,400
998
$379K ﹤0.01%
312
999
$378K ﹤0.01%
43,169
-625
1000
$377K ﹤0.01%
1,956
-66,828
38 39
40
41 42