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
$53.6B
AUM Growth
+$3.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$170M
3
+$135M
4
ABBV icon
AbbVie
ABBV
+$127M
5
V icon
Visa
V
+$126M

Top Sells

1
+$138M
2
+$119M
3
+$119M
4
BA icon
Boeing
BA
+$114M
5
GIS icon
General Mills
GIS
+$113M

Sector Composition

1 Technology 16.34%
2 Financials 16.16%
3 Consumer Discretionary 14.75%
4 Healthcare 12.53%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$134K ﹤0.01%
4,700
1052
$131K ﹤0.01%
2,294
1053
$130K ﹤0.01%
4,000
-3,700
1054
$130K ﹤0.01%
6,000
-1,700
1055
$129K ﹤0.01%
1,590
1056
$126K ﹤0.01%
489
1057
$124K ﹤0.01%
+5,000
1058
$118K ﹤0.01%
1,100
1059
$108K ﹤0.01%
+1,467
1060
$107K ﹤0.01%
4,134
-1,122
1061
$106K ﹤0.01%
11,300
1062
$105K ﹤0.01%
+3,800
1063
$105K ﹤0.01%
5,293
1064
$97K ﹤0.01%
30,800
-59,100
1065
$90K ﹤0.01%
3,600
-2,400
1066
$78K ﹤0.01%
12,820
1067
$77K ﹤0.01%
3,048
1068
$76K ﹤0.01%
4,179
+451
1069
$75K ﹤0.01%
2,794
+281
1070
$74K ﹤0.01%
10,000
1071
$70K ﹤0.01%
609
1072
$70K ﹤0.01%
4,160
-10,300
1073
$67K ﹤0.01%
6,200
1074
$67K ﹤0.01%
500
-1,000
1075
$66K ﹤0.01%
500
41 42
43
44 45