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
1226
$48K ﹤0.01%
1,794
1227
$47K ﹤0.01%
+2,742
1228
$47K ﹤0.01%
1,104
-490
1229
$46K ﹤0.01%
+654
1230
$45K ﹤0.01%
1,313
-303
1231
$45K ﹤0.01%
3,455
+403
1232
$44K ﹤0.01%
+1,636
1233
$43K ﹤0.01%
+1,019
1234
$41K ﹤0.01%
751
-99
1235
$39K ﹤0.01%
5,468
-716,819
1236
$39K ﹤0.01%
17,900
1237
$38K ﹤0.01%
+374
1238
$35K ﹤0.01%
643
-290
1239
$34K ﹤0.01%
+987
1240
$33K ﹤0.01%
+1,492
1241
$32K ﹤0.01%
2,400
-500,684
1242
$32K ﹤0.01%
5,460
1243
$31K ﹤0.01%
304
-36
1244
$30K ﹤0.01%
5,679
-26,685
1245
$30K ﹤0.01%
2,286
+267
1246
$27K ﹤0.01%
1,800
-12,500
1247
$25K ﹤0.01%
2,030
1248
$24K ﹤0.01%
2,308
-273,911
1249
$24K ﹤0.01%
218
+15
1250
$23K ﹤0.01%
+1,816
48 49
50
51 52