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
$53.6B
AUM Growth
+$3.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$170M
3
+$135M
4
ABBV icon
AbbVie
ABBV
+$127M
5
V icon
Visa
V
+$126M

Top Sells

1
+$138M
2
+$119M
3
+$119M
4
BA icon
Boeing
BA
+$114M
5
GIS icon
General Mills
GIS
+$113M

Sector Composition

1 Technology 16.34%
2 Financials 16.16%
3 Consumer Discretionary 14.75%
4 Healthcare 12.53%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$10K ﹤0.01%
+89
1127
$10K ﹤0.01%
1,279
-8
1128
$10K ﹤0.01%
123
1129
$9K ﹤0.01%
260
-4
1130
$6K ﹤0.01%
165
-10,357
1131
$2K ﹤0.01%
2,165
-8,660
1132
$2K ﹤0.01%
100
1133
$1K ﹤0.01%
+21
1134
$1K ﹤0.01%
+53
1135
– –
-15,460
1136
– –
-1,000
1137
– –
-12,700
1138
– –
-102,300
1139
– –
-675,420
1140
– –
-12,134
1141
– –
-27,940
1142
– –
-291
1143
– –
-169,150
1144
– –
-92,464
1145
– –
-2,600
1146
– –
-266
1147
– –
-2,400
1148
– –
-42,700
1149
– –
-17,500
1150
– –
-40
44 45
46
47 48