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
1051
$295K ﹤0.01%
8,675
1052
$294K ﹤0.01%
+3,235
1053
$294K ﹤0.01%
4,433
1054
$294K ﹤0.01%
1,662
+1,447
1055
$294K ﹤0.01%
+3,456
1056
$293K ﹤0.01%
11,600
-2,385
1057
$289K ﹤0.01%
107,900
-38,300
1058
$282K ﹤0.01%
+2,477
1059
$281K ﹤0.01%
739
-171
1060
$272K ﹤0.01%
+33,299
1061
$264K ﹤0.01%
+2,059
1062
$261K ﹤0.01%
5,728
-1,341
1063
$260K ﹤0.01%
24,763
-7,543
1064
$258K ﹤0.01%
7,010
-137,148
1065
$256K ﹤0.01%
23,210
1066
$255K ﹤0.01%
+2,236
1067
$253K ﹤0.01%
2,194
-511
1068
$252K ﹤0.01%
+59,046
1069
$250K ﹤0.01%
5,400
-3,426
1070
$248K ﹤0.01%
4,655
-855
1071
$245K ﹤0.01%
+7,822
1072
$245K ﹤0.01%
7,488
-244,594
1073
$244K ﹤0.01%
14,586
+5,922
1074
$243K ﹤0.01%
9,958
-2,303
1075
$243K ﹤0.01%
8,000
41 42
43
44 45