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
176
$55.3M 0.12%
4,836,375
-551,783
177
$55.2M 0.12%
584,666
-86,007
178
$55M 0.12%
774,455
+98,380
179
$54.9M 0.12%
1,097,818
-329,783
180
$54.8M 0.12%
339,690
-32,324
181
$54.8M 0.12%
4,361,971
+848,631
182
$54.8M 0.12%
77,975
+33,448
183
$54.7M 0.12%
613,624
-36,043
184
$54.7M 0.12%
588,446
-25,383
185
$54.6M 0.12%
431,871
-95,695
186
$54.3M 0.12%
613,433
+112,348
187
$53.9M 0.12%
465,165
-98,098
188
$53.6M 0.11%
1,105,780
-1,634,290
189
$53.3M 0.11%
727,012
+194,050
190
$53.2M 0.11%
1,859,934
+136,752
191
$52.5M 0.11%
1,096,852
-609
192
$52.4M 0.11%
5,556,628
+1,851,888
193
$52.3M 0.11%
462,270
-540,997
194
$51.3M 0.11%
3,188,624
+322,582
195
$50.8M 0.11%
673,352
+95,855
196
$50.8M 0.11%
733,311
-168,921
197
$50.7M 0.11%
1,645,090
-115,610
198
$49.5M 0.11%
716,994
-127,525
199
$49.4M 0.11%
516,011
+112,983
200
$49.2M 0.11%
364,232
-96,086
6 7
8
9 10