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
$80B
AUM Growth
+$38.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,643
New
Increased
Reduced
Closed

Top Buys

1
+$578M
2
+$351M
3
+$320M
4
IBM icon
IBM
IBM
+$135M
5
ORCL icon
Oracle
ORCL
+$127M

Top Sells

1
+$344M
2
+$230M
3
+$189M
4
FMX icon
Fomento Económico Mexicano
FMX
+$146M
5
GILD icon
Gilead Sciences
GILD
+$146M

Sector Composition

1 Financials 8.5%
2 Technology 8.39%
3 Healthcare 7.43%
4 Industrials 5.54%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$190K ﹤0.01%
6,816
1202
$190K ﹤0.01%
7,900
-1,300
1203
$186K ﹤0.01%
10,100
1204
$184K ﹤0.01%
70,400
-10,100
1205
$182K ﹤0.01%
5,534
-341,560
1206
$182K ﹤0.01%
+22,600
1207
$180K ﹤0.01%
+3,943
1208
$179K ﹤0.01%
15,600
+14,400
1209
$176K ﹤0.01%
24,400
-19,200
1210
$173K ﹤0.01%
11,425
1211
$170K ﹤0.01%
12,600
1212
$161K ﹤0.01%
1,300
-1,500
1213
$160K ﹤0.01%
2,280
1214
$158K ﹤0.01%
+7,400
1215
$157K ﹤0.01%
13,200
1216
$154K ﹤0.01%
4,000
1217
$153K ﹤0.01%
+2,700
1218
$153K ﹤0.01%
4,000
-78,800
1219
$152K ﹤0.01%
2,900
-43,300
1220
$152K ﹤0.01%
8,600
1221
$149K ﹤0.01%
19,848
1222
$147K ﹤0.01%
7,300
+3,300
1223
$146K ﹤0.01%
2,050
1224
$144K ﹤0.01%
10,300
+4,700
1225
$144K ﹤0.01%
4,946
-5,427
47 48
49
50 51