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
$85B
AUM Growth
+$7.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,293
New
Increased
Reduced
Closed

Top Buys

1
+$307M
2
+$303M
3
+$283M
4
CRM icon
Salesforce
CRM
+$249M
5
UBER icon
Uber
UBER
+$208M

Top Sells

1
+$393M
2
+$257M
3
+$232M
4
UNH icon
UnitedHealth
UNH
+$208M
5
ORCL icon
Oracle
ORCL
+$194M

Sector Composition

1 Technology 27.15%
2 Consumer Discretionary 13.52%
3 Financials 12.3%
4 Healthcare 12%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66.2M 0.08%
2,725,289
+393,655
227
$66.1M 0.08%
366,919
+35,604
228
$65.7M 0.08%
612,143
+178,291
229
$65.6M 0.08%
397,774
-51,181
230
$65.2M 0.08%
1,402,864
+301,867
231
$64.9M 0.08%
702,229
+6,902
232
$64.7M 0.08%
3,849,793
-330,043
233
$64.5M 0.08%
341,263
+39,629
234
$64.5M 0.08%
1,776,604
+210,270
235
$64.2M 0.08%
518,580
-46,148
236
$64M 0.08%
413,147
-14,736
237
$63.9M 0.08%
1,434,102
-531,470
238
$63.3M 0.07%
5,756,856
+13,525
239
$62.7M 0.07%
693,990
-93,226
240
$62.7M 0.07%
251,017
+72,130
241
$62.5M 0.07%
269,631
+96,774
242
$62.2M 0.07%
573,253
+528,885
243
$62.1M 0.07%
+649,980
244
$61.8M 0.07%
1,197,499
-310,423
245
$61.5M 0.07%
1,308,463
+538,506
246
$61.4M 0.07%
814,963
-61,352
247
$61.2M 0.07%
3,262,721
+107,332
248
$60.3M 0.07%
2,779,285
+529,631
249
$58.6M 0.07%
571,309
-79,225
250
$58.5M 0.07%
1,005,450
+547,900
8 9
10
11 12