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
1126
$43K ﹤0.01%
187
1127
$42K ﹤0.01%
1,500
-10,900
1128
$40K ﹤0.01%
+1,250
1129
$40K ﹤0.01%
+30
1130
$39K ﹤0.01%
2,165
1131
$36K ﹤0.01%
+1,800
1132
$35K ﹤0.01%
500
-9,871
1133
$35K ﹤0.01%
969
1134
$34K ﹤0.01%
2,000
-17,300
1135
$32K ﹤0.01%
600
1136
$32K ﹤0.01%
2,379
1137
$31K ﹤0.01%
+1,000
1138
$31K ﹤0.01%
+3,100
1139
$31K ﹤0.01%
2,000
1140
$31K ﹤0.01%
2,200
1141
$30K ﹤0.01%
500
+200
1142
$29K ﹤0.01%
10,000
1143
$28K ﹤0.01%
800
-343,100
1144
$28K ﹤0.01%
4,031
1145
$28K ﹤0.01%
392
1146
$27K ﹤0.01%
12,202
-5,776
1147
$27K ﹤0.01%
581
1148
$27K ﹤0.01%
1,318
1149
$26K ﹤0.01%
706
+50
1150
$25K ﹤0.01%
4,650
44 45
46
47 48