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
126
$76.9M 0.16%
535,624
+129,838
127
$76.8M 0.16%
3,319,405
+285,641
128
$76.8M 0.16%
770,970
-240,710
129
$76M 0.16%
2,999,113
+1,178,443
130
$73.7M 0.16%
550,062
-73,461
131
$73.7M 0.16%
855,933
-925,506
132
$73.6M 0.16%
518,004
-143,182
133
$73.3M 0.16%
1,601,624
+76,073
134
$73.3M 0.16%
496,163
-110,406
135
$73.2M 0.16%
1,482,709
+324,674
136
$72.9M 0.16%
2,069,914
-331,374
137
$72.8M 0.16%
3,983,910
+1,285,243
138
$72.6M 0.16%
452,053
+35,471
139
$72.2M 0.15%
3,245,500
-2,131,134
140
$72.1M 0.15%
680,207
+202,170
141
$71.7M 0.15%
1,922,874
+1,156,366
142
$71.1M 0.15%
217,070
+93,691
143
$70.5M 0.15%
1,566,384
-104,460
144
$70.5M 0.15%
4,305,676
-70,783
145
$70.3M 0.15%
1,955,020
-378,595
146
$70M 0.15%
152,349
+19,657
147
$69.7M 0.15%
566,564
-360,075
148
$69.1M 0.15%
3,593,920
-219,533
149
$68.2M 0.15%
348,229
+69,578
150
$67.2M 0.14%
362,692
-69,429
4 5
6
7 8