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
1001
$430K ﹤0.01%
7,923
1002
$430K ﹤0.01%
29,936
1003
$425K ﹤0.01%
1,470
+1,147
1004
$424K ﹤0.01%
3,097
+2,421
1005
$422K ﹤0.01%
3,293
+2,218
1006
$417K ﹤0.01%
4,460
+607
1007
$413K ﹤0.01%
7,771
+6,131
1008
$407K ﹤0.01%
12,165
-2,158,955
1009
$401K ﹤0.01%
5,257
+3,979
1010
$400K ﹤0.01%
20,305
+14,421
1011
$398K ﹤0.01%
+4,818
1012
$398K ﹤0.01%
+24,746
1013
$396K ﹤0.01%
11,929
+8,745
1014
$391K ﹤0.01%
8,136
+4,668
1015
$390K ﹤0.01%
1,894
+1,146
1016
$388K ﹤0.01%
5,193
+1,194
1017
$385K ﹤0.01%
26,420
-65,079
1018
$384K ﹤0.01%
53,382
+37,721
1019
$384K ﹤0.01%
3,415
-256,154
1020
$383K ﹤0.01%
+7,170
1021
$371K ﹤0.01%
+13,465
1022
$371K ﹤0.01%
2,366
-6,248
1023
$370K ﹤0.01%
12,825
+1,500
1024
$367K ﹤0.01%
36,759
-23,787
1025
$366K ﹤0.01%
12,354
-3,794
39 40
41
42 43