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
251
$58.1M 0.06%
2,775,933
-338,714
252
$57.6M 0.06%
398,720
-403,195
253
$57.5M 0.06%
182,982
-60,559
254
$57.2M 0.06%
3,625,159
-762,366
255
$56.4M 0.06%
2,572,771
+407,865
256
$56.2M 0.06%
2,880,003
-113,106
257
$56.2M 0.06%
616,796
+115,392
258
$56M 0.06%
5,014,463
-96,599
259
$56M 0.06%
331,439
+22,262
260
$55.7M 0.06%
1,360,684
-202,483
261
$54.7M 0.06%
995,095
+943,899
262
$54.4M 0.05%
649,543
+20,467
263
$54.3M 0.05%
2,689,403
+52,773
264
$54.2M 0.05%
865,613
-167,731
265
$54M 0.05%
2,068,766
-15,185
266
$53.8M 0.05%
1,186,565
+794,533
267
$53.7M 0.05%
415,299
+8,692
268
$52.8M 0.05%
449,056
+2,702
269
$52.7M 0.05%
539,293
-61,176
270
$52.2M 0.05%
360,546
-14,486
271
$51.9M 0.05%
978,561
-63,806
272
$51.7M 0.05%
1,641,370
-1,077,985
273
$51.3M 0.05%
215,887
+14,617
274
$51.1M 0.05%
796,441
+62,513
275
$50.2M 0.05%
814,403
+996
9 10
11
12 13