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
$99.1B
AUM Growth
-$5.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,281
New
Increased
Reduced
Closed

Top Buys

1
+$708M
2
+$349M
3
+$321M
4
CARR icon
Carrier Global
CARR
+$214M
5
LRCX icon
Lam Research
LRCX
+$159M

Top Sells

1
+$313M
2
+$248M
3
+$240M
4
TSLA icon
Tesla
TSLA
+$237M
5
ZBRA icon
Zebra Technologies
ZBRA
+$228M

Sector Composition

1 Technology 26.33%
2 Financials 13.48%
3 Communication Services 12.67%
4 Consumer Discretionary 12.01%
5 Healthcare 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$65.4M 0.07%
185,536
-80,986
227
$65.3M 0.07%
1,305,150
-22,709
228
$64.7M 0.07%
212,153
+2,089
229
$64.2M 0.06%
7,368,335
-1,119,547
230
$63.5M 0.06%
556,078
+121,909
231
$62.7M 0.06%
288,238
-186,087
232
$62.4M 0.06%
576,951
+175,939
233
$62.3M 0.06%
227,260
-41,943
234
$62.1M 0.06%
1,441,369
+651,349
235
$61.8M 0.06%
1,142,592
+106,638
236
$61.5M 0.06%
202,781
+5,345
237
$61.5M 0.06%
263,498
+75,057
238
$61.3M 0.06%
965,184
+70,645
239
$61.1M 0.06%
1,961,224
+1,332,471
240
$60.3M 0.06%
979,529
-258,491
241
$60.2M 0.06%
427,576
-36,477
242
$59.7M 0.06%
339,769
-38,291
243
$59.5M 0.06%
715,278
-109,949
244
$59.3M 0.06%
50,386
-9,089
245
$59.1M 0.06%
4,706,969
+687,631
246
$58.8M 0.06%
285,855
-470,844
247
$58.8M 0.06%
805,637
+63,066
248
$58.7M 0.06%
764,018
-18,134
249
$58.5M 0.06%
830,382
-41,192
250
$58.4M 0.06%
2,120,845
-92,667
8 9
10
11 12