Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $118B
1-Year Est. Return 26.33%
This Quarter Est. Return
1 Year Est. Return
+26.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104B
AUM Growth
+$6.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$586M
2
+$407M
3
+$384M
4
MSFT icon
Microsoft
MSFT
+$322M
5
AMZN icon
Amazon
AMZN
+$319M

Top Sells

1
+$599M
2
+$326M
3
+$302M
4
INTU icon
Intuit
INTU
+$234M
5
LOW icon
Lowe's Companies
LOW
+$191M

Sector Composition

1 Technology 28.73%
2 Consumer Discretionary 13.11%
3 Communication Services 12.44%
4 Financials 12.41%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$62.4M 0.06%
2,234,798
+2,230,269
252
$62M 0.06%
743,230
-180,941
253
$62M 0.06%
552,419
-153,316
254
$61.5M 0.06%
357,336
+162,247
255
$60.7M 0.06%
986,462
+192,949
256
$60.6M 0.06%
464,053
+12,768
257
$60.6M 0.06%
1,793,072
+1,342,885
258
$60.2M 0.06%
367,230
-22,587
259
$59.3M 0.06%
1,576,632
+732,355
260
$58.8M 0.06%
576,990
-30,309
261
$58.7M 0.06%
370,460
-63,059
262
$58.6M 0.06%
163,782
-2,020
263
$58.2M 0.06%
3,328,522
+107,162
264
$58.1M 0.06%
81,524
-13,477
265
$58M 0.06%
262,621
+261,791
266
$57.5M 0.06%
629,076
+40,231
267
$57.3M 0.05%
201,270
+10,430
268
$57.3M 0.05%
998,021
+7,868
269
$57.2M 0.05%
2,083,951
-406,880
270
$56.7M 0.05%
521,882
+509,153
271
$56.2M 0.05%
765,924
-28,453
272
$56M 0.05%
628,438
+157,976
273
$55.9M 0.05%
1,508,704
+310,725
274
$55.8M 0.05%
197,436
+185,958
275
$55.7M 0.05%
537,142
-35,733
9 10
11
12 13