Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $118B
1-Year Est. Return 26.33%
This Quarter Est. Return
1 Year Est. Return
+26.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$50.9B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,327
New
Increased
Reduced
Closed

Top Buys

1 +$126M
2 +$114M
3 +$111M
4
UNH icon
UnitedHealth
UNH
+$110M
5
LYB icon
LyondellBasell Industries
LYB
+$105M

Top Sells

1 +$267M
2 +$101M
3 +$95.1M
4
BAX icon
Baxter International
BAX
+$93.9M
5
KMB icon
Kimberly-Clark
KMB
+$92.5M

Sector Composition

1 Financials 17.55%
2 Technology 17.3%
3 Healthcare 14.81%
4 Industrials 10.27%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
-32,862
1327
-2,100