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
1051
$118K ﹤0.01%
1,100
1052
$114K ﹤0.01%
2,294
1053
$114K ﹤0.01%
+5,328
1054
$104K ﹤0.01%
+4,900
1055
$100K ﹤0.01%
489
1056
$87K ﹤0.01%
3,048
-80
1057
$87K ﹤0.01%
+4,716
1058
$86K ﹤0.01%
418
1059
$83K ﹤0.01%
12,820
-17,380
1060
$81K ﹤0.01%
4,400
1061
$78K ﹤0.01%
3,686
+2,369
1062
$75K ﹤0.01%
11,300
1063
$70K ﹤0.01%
1,280
-11,100
1064
$68K ﹤0.01%
6,470
-1,595
1065
$66K ﹤0.01%
800
+500
1066
$66K ﹤0.01%
+246
1067
$65K ﹤0.01%
795
1068
$64K ﹤0.01%
582
1069
$64K ﹤0.01%
+2,800
1070
$63K ﹤0.01%
500
1071
$62K ﹤0.01%
2,700
-3,800
1072
$62K ﹤0.01%
2,320
1073
$61K ﹤0.01%
6,200
1074
$61K ﹤0.01%
1,380
1075
$60K ﹤0.01%
926
41 42
43
44 45