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
1176
$15K ﹤0.01%
340
1177
$15K ﹤0.01%
202
-202
1178
$15K ﹤0.01%
337
1179
$13K ﹤0.01%
1,900
1180
$12K ﹤0.01%
115
1181
$11K ﹤0.01%
+700
1182
$11K ﹤0.01%
+19
1183
$10K ﹤0.01%
1,385
1184
$9K ﹤0.01%
563
1185
$9K ﹤0.01%
200
-2,293
1186
$8K ﹤0.01%
235
-243
1187
$8K ﹤0.01%
123
1188
$7K ﹤0.01%
221
1189
$7K ﹤0.01%
30,000
1190
$6K ﹤0.01%
308
1191
$6K ﹤0.01%
2,019
1192
$5K ﹤0.01%
10,825
1193
$3K ﹤0.01%
80
-80
1194
$3K ﹤0.01%
68
1195
$2K ﹤0.01%
50
1196
– –
-377,200
1197
– –
-322,287
1198
– –
-116,383
1199
– –
-183,317
1200
– –
-14,589
46 47
48
49 50