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
$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 17.24%
3 Healthcare 14.81%
4 Industrials 10.33%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$78.9M 0.16%
1,328,136
+66,468
177
$78.4M 0.15%
1,355,238
+551,989
178
$78M 0.15%
1,114,692
-265,445
179
$77.1M 0.15%
1,637,018
+418,580
180
$76.6M 0.15%
447,893
-28,465
181
$76.2M 0.15%
751,904
-115,846
182
$76.1M 0.15%
2,876,700
-263,700
183
$75.8M 0.15%
1,425,974
-189,337
184
$75.2M 0.15%
1,343,972
-1,039,777
185
$74.9M 0.15%
1,967,816
-1,322,720
186
$73.6M 0.14%
2,339,666
-268,229
187
$73.6M 0.14%
1,446,491
+383,521
188
$73.4M 0.14%
1,208,170
+38,265
189
$73.2M 0.14%
1,186,624
+1,153,024
190
$72.6M 0.14%
1,672,099
-122,256
191
$71.7M 0.14%
1,054,193
-31,207
192
$71.4M 0.14%
2,274,182
+248,400
193
$70.8M 0.14%
1,418,918
+410,458
194
$70.6M 0.14%
1,722,153
-3,400
195
$70.6M 0.14%
2,612,894
-2,652,206
196
$70.1M 0.14%
1,088,435
+51,756
197
$69.7M 0.14%
439,900
+23,000
198
$68.6M 0.13%
8,219,388
-10,181,383
199
$68.5M 0.13%
4,500,651
+16,145
200
$67.6M 0.13%
1,044,131
+9,700
6 7
8
9 10