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
$57.7B
AUM Growth
-$3.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,390
New
Increased
Reduced
Closed

Top Buys

1
+$304M
2
+$243M
3
+$185M
4
BAC icon
Bank of America
BAC
+$178M
5
PNC icon
PNC Financial Services
PNC
+$177M

Top Sells

1
+$458M
2
+$378M
3
+$307M
4
INTC icon
Intel
INTC
+$254M
5
IBM icon
IBM
IBM
+$197M

Sector Composition

1 Financials 17.66%
2 Consumer Discretionary 17.01%
3 Technology 16.85%
4 Healthcare 10.57%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$64K ﹤0.01%
1,709
+381
1227
$63K ﹤0.01%
1,890
1228
$63K ﹤0.01%
4,000
1229
$63K ﹤0.01%
1,800
-1,500
1230
$63K ﹤0.01%
1,100
-1,100
1231
$61K ﹤0.01%
7,292
1232
$57K ﹤0.01%
5,424
1233
$56K ﹤0.01%
800
-1,267
1234
$53K ﹤0.01%
2,030
1235
$52K ﹤0.01%
738
1236
$50K ﹤0.01%
900
1237
$46K ﹤0.01%
950
1238
$46K ﹤0.01%
+796
1239
$45K ﹤0.01%
10,000
1240
$45K ﹤0.01%
867
1241
$45K ﹤0.01%
2,052
1242
$43K ﹤0.01%
3,535
1243
$41K ﹤0.01%
4,821
1244
$35K ﹤0.01%
1,253
-37,000
1245
$34K ﹤0.01%
+968
1246
$33K ﹤0.01%
800
1247
$30K ﹤0.01%
3,550
1248
$28K ﹤0.01%
3,328
1249
$27K ﹤0.01%
3,356
1250
$25K ﹤0.01%
1,300
48 49
50
51 52