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
1076
$241K ﹤0.01%
5,302
+940
1077
$237K ﹤0.01%
+9,947
1078
$236K ﹤0.01%
2,408
-98,506
1079
$236K ﹤0.01%
10,242
-283,530
1080
$235K ﹤0.01%
4,197
-868
1081
$235K ﹤0.01%
24,055
-5,429
1082
$233K ﹤0.01%
12,150
-3,543
1083
$232K ﹤0.01%
8,022
-16,067
1084
$230K ﹤0.01%
35,546
-8,215
1085
$228K ﹤0.01%
+2,526
1086
$225K ﹤0.01%
+2,005
1087
$225K ﹤0.01%
1,954
+1,549
1088
$224K ﹤0.01%
12,260
-881
1089
$224K ﹤0.01%
697
+6
1090
$224K ﹤0.01%
13,050
1091
$223K ﹤0.01%
46,524
-4,269
1092
$222K ﹤0.01%
+1,220
1093
$219K ﹤0.01%
12,721
-2,967
1094
$218K ﹤0.01%
17,863
-3,668
1095
$217K ﹤0.01%
+16,768
1096
$217K ﹤0.01%
13,450
+12,197
1097
$213K ﹤0.01%
+2,224
1098
$213K ﹤0.01%
10,897
+2,975
1099
$212K ﹤0.01%
7,741
-1,801
1100
$211K ﹤0.01%
9,095
-50,978
42 43
44
45 46