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
$46.7B
AUM Growth
-$14.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,444
New
Increased
Reduced
Closed

Top Buys

1
+$460M
2
+$339M
3
+$205M
4
MSFT icon
Microsoft
MSFT
+$158M
5
INTU icon
Intuit
INTU
+$155M

Top Sells

1
+$630M
2
+$426M
3
+$185M
4
IBM icon
IBM
IBM
+$170M
5
INTC icon
Intel
INTC
+$170M

Sector Composition

1 Consumer Discretionary 20.7%
2 Technology 20.08%
3 Healthcare 13.28%
4 Financials 12.03%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$73K ﹤0.01%
5,400
1202
$72K ﹤0.01%
11,054
-2,576
1203
$71K ﹤0.01%
2,555
1204
$71K ﹤0.01%
+1,392
1205
$71K ﹤0.01%
830
1206
$70K ﹤0.01%
569
1207
$69K ﹤0.01%
+1,370
1208
$69K ﹤0.01%
1,150
1209
$68K ﹤0.01%
3,991
-117,377
1210
$68K ﹤0.01%
+5,607
1211
$65K ﹤0.01%
2,255
1212
$64K ﹤0.01%
5,330
-1,240
1213
$63K ﹤0.01%
2,930
1214
$62K ﹤0.01%
2,712
1215
$61K ﹤0.01%
885
-310
1216
$61K ﹤0.01%
500
1217
$58K ﹤0.01%
2,640
1218
$57K ﹤0.01%
4,200
-84,200
1219
$56K ﹤0.01%
840
+279
1220
$53K ﹤0.01%
48,819
-11,281
1221
$52K ﹤0.01%
+578
1222
$52K ﹤0.01%
950
1223
$52K ﹤0.01%
25,800
-75,600
1224
$51K ﹤0.01%
2,100
-7,353
1225
$49K ﹤0.01%
4,462
+3,291
47 48
49
50 51