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
$104B
AUM Growth
+$6.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$586M
2
+$407M
3
+$384M
4
MSFT icon
Microsoft
MSFT
+$322M
5
AMZN icon
Amazon
AMZN
+$319M

Top Sells

1
+$599M
2
+$326M
3
+$302M
4
INTU icon
Intuit
INTU
+$234M
5
LOW icon
Lowe's Companies
LOW
+$191M

Sector Composition

1 Technology 28.73%
2 Consumer Discretionary 13.11%
3 Communication Services 12.44%
4 Financials 12.41%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-2,042,989
1202
– –
-4,207
1203
– –
-577,563
1204
– –
-256,956
1205
– –
-681,219
1206
– –
-1,857
1207
– –
-4,977
1208
– –
-5,244
1209
– –
-6,435
1210
– –
-2,376
1211
– –
-3,702,070
1212
– –
-214,563
1213
– –
-1,199,619
1214
– –
-1,670
1215
– –
-56
1216
– –
-340,000
1217
– –
-239,395
1218
– –
-1,314,029
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