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
$80B
AUM Growth
+$38.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,643
New
Increased
Reduced
Closed

Top Buys

1
+$578M
2
+$351M
3
+$320M
4
IBM icon
IBM
IBM
+$135M
5
ORCL icon
Oracle
ORCL
+$127M

Top Sells

1
+$344M
2
+$230M
3
+$189M
4
FMX icon
Fomento Económico Mexicano
FMX
+$146M
5
GILD icon
Gilead Sciences
GILD
+$146M

Sector Composition

1 Financials 8.5%
2 Technology 8.46%
3 Healthcare 7.43%
4 Industrials 5.47%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-450
1602
– –
-3,088
1603
– –
-181,795
1604
– –
-45
1605
– –
-8,600
1606
– –
-14,761
1607
– –
-1,100,000
1608
– –
-4,100
1609
– –
-7,992
1610
– –
-18,800
1611
– –
-600
1612
– –
-800
1613
– –
-5,300
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