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
$53.6B
AUM Growth
+$3.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$170M
3
+$135M
4
ABBV icon
AbbVie
ABBV
+$127M
5
V icon
Visa
V
+$126M

Top Sells

1
+$138M
2
+$119M
3
+$119M
4
BA icon
Boeing
BA
+$114M
5
GIS icon
General Mills
GIS
+$113M

Sector Composition

1 Technology 16.34%
2 Financials 16.16%
3 Consumer Discretionary 14.75%
4 Healthcare 12.53%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$67.3M 0.13%
670,289
-87,859
202
$67.2M 0.13%
6,611,637
-6,219,852
203
$66.7M 0.12%
2,658,407
-1,906,122
204
$66.7M 0.12%
1,670,818
+41,250
205
$66.3M 0.12%
609,146
-60,584
206
$65.1M 0.12%
1,236,158
+222,382
207
$64.8M 0.12%
1,036,900
+121,600
208
$64.5M 0.12%
753,980
-7,800
209
$63.8M 0.12%
2,206,907
+946,907
210
$63.6M 0.12%
818,276
-54,161
211
$62.4M 0.12%
1,414,505
-6,360
212
$62.1M 0.12%
1,746,641
-36,200
213
$62.1M 0.12%
558,672
-250,585
214
$62.1M 0.12%
884,834
-644,059
215
$61.8M 0.12%
2,098,493
+219,167
216
$61.8M 0.12%
2,833,595
+133,295
217
$61.4M 0.11%
412,073
-192,927
218
$61.2M 0.11%
880,828
+17,646
219
$61M 0.11%
507,923
+35,762
220
$60.2M 0.11%
3,684,391
+536,184
221
$60.1M 0.11%
1,446,870
+1,444,920
222
$60.1M 0.11%
1,932,974
-1,981,408
223
$60.1M 0.11%
1,433,002
+119,326
224
$60M 0.11%
4,091,020
+465,260
225
$60M 0.11%
1,156,364
-266,224
7 8
9
10 11