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
251
$58.4M 0.07%
1,342,381
+39,466
252
$58M 0.07%
606,296
+31,562
253
$58M 0.07%
362,658
+3,475
254
$57.9M 0.07%
173,328
-4,443
255
$57.9M 0.07%
271,325
-37,852
256
$57.8M 0.07%
1,024,331
-306,931
257
$57.5M 0.07%
210,724
-1,640
258
$57.4M 0.07%
780,033
-67,253
259
$56.9M 0.07%
679,686
+30,007
260
$56.9M 0.07%
622,110
-27,027
261
$56.6M 0.07%
3,417,918
-373,755
262
$56.5M 0.07%
231,562
-62,239
263
$56.3M 0.07%
682,313
-25,827
264
$56.2M 0.07%
104,764
+865
265
$56.2M 0.07%
291,999
-24,234
266
$55.4M 0.07%
3,619,223
-51,351
267
$55.4M 0.07%
+1,146,520
268
$55.4M 0.07%
2,966,408
-6,854,914
269
$55.3M 0.07%
6,084,576
+762,636
270
$54.8M 0.06%
+2,739,469
271
$54.4M 0.06%
1,019,199
-41,548
272
$54.3M 0.06%
+785,143
273
$54.2M 0.06%
526,242
-31,742
274
$53.6M 0.06%
628,019
-28,791
275
$53.4M 0.06%
3,023,715
-114,843
9 10
11
12 13