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
$47.3B
AUM Growth
-$3.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,280
New
Increased
Reduced
Closed

Top Buys

1
+$291M
2
+$199M
3
+$173M
4
T icon
AT&T
T
+$146M
5
PG icon
Procter & Gamble
PG
+$128M

Top Sells

1
+$244M
2
+$211M
3
+$175M
4
BAX icon
Baxter International
BAX
+$169M
5
VZ icon
Verizon
VZ
+$168M

Sector Composition

1 Technology 18.25%
2 Financials 16.73%
3 Healthcare 13.35%
4 Industrials 9.79%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$39K ﹤0.01%
1,375
1102
$38K ﹤0.01%
+2,400
1103
$37K ﹤0.01%
2,000
1104
$36K ﹤0.01%
1,250
1105
$36K ﹤0.01%
2,467
1106
$36K ﹤0.01%
3,348
1107
$36K ﹤0.01%
900
1108
$36K ﹤0.01%
+1,900
1109
$33K ﹤0.01%
4,443
1110
$33K ﹤0.01%
1,167
-195,568
1111
$32K ﹤0.01%
738
1112
$31K ﹤0.01%
400
-424,299
1113
$30K ﹤0.01%
631
+274
1114
$29K ﹤0.01%
2,379
1115
$28K ﹤0.01%
1,317
-1
1116
$28K ﹤0.01%
1,800
1117
$28K ﹤0.01%
872
-97
1118
$27K ﹤0.01%
1,000
1119
$27K ﹤0.01%
500
1120
$26K ﹤0.01%
+1,000
1121
$25K ﹤0.01%
+3,973
1122
$25K ﹤0.01%
10,000
1123
$25K ﹤0.01%
392
1124
$24K ﹤0.01%
581
1125
$23K ﹤0.01%
12,202
43 44
45
46 47