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
1151
$25K ﹤0.01%
219
1152
$24K ﹤0.01%
1,300
1153
$24K ﹤0.01%
3,000
1154
$24K ﹤0.01%
+571
1155
$24K ﹤0.01%
390
1156
$24K ﹤0.01%
482
1157
$23K ﹤0.01%
950
1158
$23K ﹤0.01%
+3,065
1159
$22K ﹤0.01%
2,339
+395
1160
$22K ﹤0.01%
405
-4,383
1161
$22K ﹤0.01%
+525
1162
$21K ﹤0.01%
357
-92
1163
$21K ﹤0.01%
572
1164
$20K ﹤0.01%
800
1165
$19K ﹤0.01%
+516
1166
$18K ﹤0.01%
1,500
-13,500
1167
$18K ﹤0.01%
320
1168
$17K ﹤0.01%
440
1169
$17K ﹤0.01%
+1,165
1170
$17K ﹤0.01%
150
-150
1171
$17K ﹤0.01%
635
1172
$17K ﹤0.01%
1,561
1173
$17K ﹤0.01%
900
1174
$17K ﹤0.01%
329
+81
1175
$15K ﹤0.01%
959
+233
45 46
47
48 49