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
$51.2B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,438
New
Increased
Reduced
Closed

Top Buys

1
+$306M
2
+$227M
3
+$131M
4
GILD icon
Gilead Sciences
GILD
+$128M
5
EMBJ
Embraer S.A. ADS
EMBJ
+$125M

Top Sells

1
+$173M
2
+$148M
3
+$144M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$129M
5
IAU icon
iShares Gold Trust
IAU
+$120M

Sector Composition

1 Technology 17.46%
2 Financials 16.43%
3 Healthcare 14.44%
4 Industrials 10.05%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$16K ﹤0.01%
478
1202
$15K ﹤0.01%
337
-338
1203
$15K ﹤0.01%
340
1204
$15K ﹤0.01%
569
-545
1205
$13K ﹤0.01%
115
1206
$13K ﹤0.01%
2,019
-10,300
1207
$12K ﹤0.01%
248
1208
$12K ﹤0.01%
+282
1209
$11K ﹤0.01%
563
-1,250,643
1210
$10K ﹤0.01%
726
-229
1211
$9K ﹤0.01%
123
1212
$9K ﹤0.01%
30,000
1213
$8K ﹤0.01%
341
1214
$8K ﹤0.01%
+152
1215
$8K ﹤0.01%
1,385
1216
$7K ﹤0.01%
221
-15,581
1217
$6K ﹤0.01%
308
1218
$5K ﹤0.01%
160
1219
$5K ﹤0.01%
10,825
1220
$4K ﹤0.01%
50
-11,040
1221
$3K ﹤0.01%
68
1222
$2K ﹤0.01%
70
1223
– –
-4,000
1224
– –
-700
1225
– –
-6,800
47 48
49
50 51