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
1276
$12K ﹤0.01%
340
1277
$12K ﹤0.01%
+83
1278
$11K ﹤0.01%
3,407
1279
$11K ﹤0.01%
+400
1280
$10K ﹤0.01%
41,157
-176,255
1281
$8K ﹤0.01%
240
-22,665
1282
$7K ﹤0.01%
+165
1283
$6K ﹤0.01%
+173
1284
$6K ﹤0.01%
1,900
1285
$6K ﹤0.01%
+191
1286
$4K ﹤0.01%
6,500
-36,400
1287
$4K ﹤0.01%
+544
1288
$3K ﹤0.01%
72
1289
$2K ﹤0.01%
+19
1290
$2K ﹤0.01%
8,300
-34,978
1291
– –
-118,696
1292
– –
-1,191,032
1293
– –
-183,076
1294
– –
-5,368
1295
– –
-1,948,615
1296
– –
-164,500
1297
– –
-169,952
1298
– –
-10,600
1299
– –
-1,176,600
1300
– –
-4,800
50 51
52
53 54