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
1376
– –
-40,509
1377
– –
-44,245
1378
– –
-17,140
1379
– –
-6,208
1380
– –
-14,900
1381
– –
-22,823
1382
– –
-63,201
1383
– –
-981
1384
– –
-42,993
1385
– –
-102,177
1386
– –
-28,373
1387
– –
-11,477
1388
– –
-206,720
1389
– –
-553,831
1390
– –
-635,798
1391
– –
-4,703
1392
– –
-52,316
1393
– –
-48,132
1394
– –
-44,990
1395
– –
-414,856
1396
– –
-473,026
1397
– –
-55,483
1398
– –
-44,581
1399
– –
-74,728
1400
– –
-123
54 55
56
57 58