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
$47.3B
AUM Growth
-$3.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,280
New
Increased
Reduced
Closed

Top Buys

1
+$291M
2
+$199M
3
+$173M
4
T icon
AT&T
T
+$146M
5
PG icon
Procter & Gamble
PG
+$128M

Top Sells

1
+$244M
2
+$211M
3
+$175M
4
BAX icon
Baxter International
BAX
+$169M
5
VZ icon
Verizon
VZ
+$168M

Sector Composition

1 Technology 18.31%
2 Financials 16.73%
3 Healthcare 13.35%
4 Industrials 9.73%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
– –
-2,200
1277
– –
-13,600
1278
– –
-815,060
1279
– –
-2,543
1280
– –
-5,768
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