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
1076
$111K ﹤0.01%
3,700
1077
$109K ﹤0.01%
22,487
-25,553
1078
$105K ﹤0.01%
2,065
1079
$103K ﹤0.01%
+3,200
1080
$101K ﹤0.01%
2,600
1081
$99K ﹤0.01%
183,510
1082
$96K ﹤0.01%
4,469
1083
$92K ﹤0.01%
4,600
-1,000
1084
$91K ﹤0.01%
489
1085
$86K ﹤0.01%
11,700
1086
$86K ﹤0.01%
3,699
+3,358
1087
$86K ﹤0.01%
+2,500
1088
$86K ﹤0.01%
+6,200
1089
$85K ﹤0.01%
+1,600
1090
$85K ﹤0.01%
2,200
-66,800
1091
$83K ﹤0.01%
3,200
1092
$82K ﹤0.01%
926
+457
1093
$80K ﹤0.01%
+1,700
1094
$78K ﹤0.01%
+1,290
1095
$77K ﹤0.01%
3,000
-2,600
1096
$75K ﹤0.01%
4,980
1097
$74K ﹤0.01%
418
1098
$71K ﹤0.01%
900
1099
$69K ﹤0.01%
+826
1100
$69K ﹤0.01%
+4,052
42 43
44
45 46