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
276
$50M 0.05%
1,440,342
+34,003
277
$49M 0.05%
270,599
+20,303
278
$48.8M 0.05%
561,469
-3,415
279
$48.7M 0.05%
372,838
-47,085
280
$48.5M 0.05%
172,880
-810,835
281
$48.3M 0.05%
1,396,594
-8,462
282
$48.1M 0.05%
130,442
+36,671
283
$48M 0.05%
1,021,113
-1,998,746
284
$47.8M 0.05%
1,631,629
-269,004
285
$47.5M 0.05%
3,379,257
+50,735
286
$47.3M 0.05%
493,331
-83,659
287
$47.3M 0.05%
1,519,472
+48,317
288
$47.2M 0.05%
531,518
-98,677
289
$47M 0.05%
340,330
-17,006
290
$46.9M 0.05%
429,743
+12,799
291
$46.6M 0.05%
300,438
-15,871
292
$46.2M 0.05%
314,297
+83,399
293
$45.8M 0.05%
865,181
+198,009
294
$45.6M 0.05%
726,974
+8,553
295
$45.5M 0.05%
115,313
+11,134
296
$45.4M 0.05%
9,324,761
+448,793
297
$45M 0.05%
400,305
+179,954
298
$44.6M 0.05%
1,511,011
+87,196
299
$44.6M 0.05%
130,940
-29,560
300
$44.3M 0.04%
675,425
+218,913
10 11
12
13 14