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
1251
$23K ﹤0.01%
7,500
1252
$22K ﹤0.01%
+148
1253
$21K ﹤0.01%
27
-5
1254
$21K ﹤0.01%
77
1255
$21K ﹤0.01%
390
1256
$21K ﹤0.01%
2,449
-76,632
1257
$21K ﹤0.01%
4,533
-1,047
1258
$19K ﹤0.01%
2,803
-96,792
1259
$19K ﹤0.01%
340
-17,150
1260
$19K ﹤0.01%
+1,704
1261
$18K ﹤0.01%
+1,800
1262
$18K ﹤0.01%
2,497
-1,145
1263
$17K ﹤0.01%
518
1264
$17K ﹤0.01%
1,094
1265
$17K ﹤0.01%
3,000
1266
$16K ﹤0.01%
447
+52
1267
$16K ﹤0.01%
1,000
1268
$16K ﹤0.01%
+661
1269
$16K ﹤0.01%
2,392
-253
1270
$15K ﹤0.01%
+54
1271
$14K ﹤0.01%
+1,488
1272
$13K ﹤0.01%
555
-14,212
1273
$13K ﹤0.01%
+274
1274
$13K ﹤0.01%
+129
1275
$12K ﹤0.01%
+400
49 50
51
52 53