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
1051
$170K ﹤0.01%
15,062
-8,338
1052
$168K ﹤0.01%
2,280
1053
$168K ﹤0.01%
10,000
1054
$164K ﹤0.01%
2,164
+524
1055
$159K ﹤0.01%
2,700
1056
$151K ﹤0.01%
2,880
1057
$150K ﹤0.01%
4,000
-67,700
1058
$150K ﹤0.01%
+550
1059
$150K ﹤0.01%
2,230
+1,325
1060
$150K ﹤0.01%
6,300
-4,200
1061
$146K ﹤0.01%
+14,222
1062
$146K ﹤0.01%
1,500
1063
$143K ﹤0.01%
5,700
-88,817
1064
$141K ﹤0.01%
5,160
1065
$134K ﹤0.01%
+184
1066
$130K ﹤0.01%
1,770
1067
$128K ﹤0.01%
1,679
1068
$126K ﹤0.01%
+2,300
1069
$122K ﹤0.01%
2,000
1070
$119K ﹤0.01%
+2,825
1071
$119K ﹤0.01%
470
1072
$117K ﹤0.01%
3,700
1073
$115K ﹤0.01%
2,400
-10,200
1074
$113K ﹤0.01%
3,400
1075
$112K ﹤0.01%
2,296
-116,230
41 42
43
44 45