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
1001
$333K ﹤0.01%
12,286
1002
$328K ﹤0.01%
5,550
1003
$327K ﹤0.01%
6,200
+3,600
1004
$298K ﹤0.01%
2,291
-16
1005
$294K ﹤0.01%
+58,253
1006
$290K ﹤0.01%
+21,727
1007
$288K ﹤0.01%
10,893
-4,395
1008
$276K ﹤0.01%
+2,600
1009
$276K ﹤0.01%
5,580
-38,868
1010
$274K ﹤0.01%
8,691
-39,806
1011
$273K ﹤0.01%
+7,634
1012
$266K ﹤0.01%
27,576
-526,782
1013
$255K ﹤0.01%
42,763
1014
$255K ﹤0.01%
14,435
+5,520
1015
$252K ﹤0.01%
+32,720
1016
$251K ﹤0.01%
4,800
1017
$246K ﹤0.01%
+15,295
1018
$245K ﹤0.01%
+8,600
1019
$234K ﹤0.01%
6,005
1020
$232K ﹤0.01%
+16,926
1021
$230K ﹤0.01%
8,504
-800
1022
$228K ﹤0.01%
5,900
+5,100
1023
$221K ﹤0.01%
7,700
+4,000
1024
$219K ﹤0.01%
13,700
1025
$216K ﹤0.01%
+553
39 40
41
42 43