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
301
$46.9M 0.06%
415,340
-11,877
302
$46.4M 0.05%
+3,735,769
303
$46.4M 0.05%
187,240
+11,953
304
$46M 0.05%
+203,500
305
$45.9M 0.05%
793,466
+352,663
306
$45.6M 0.05%
787,875
-25,676
307
$45.4M 0.05%
192,640
-6,700
308
$45.2M 0.05%
1,347,566
-70,025
309
$45.1M 0.05%
463,670
-19,316
310
$44.8M 0.05%
301,249
-1,684
311
$44.7M 0.05%
889,297
-247,753
312
$44.6M 0.05%
773,788
+40,426
313
$44.6M 0.05%
625,468
+181,031
314
$44.5M 0.05%
104,501
+14,917
315
$44.4M 0.05%
508,301
+105,016
316
$44.3M 0.05%
246,200
+4,602
317
$44.2M 0.05%
110,755
-19,762
318
$44.2M 0.05%
359,584
+27,230
319
$43.9M 0.05%
1,870,096
-34,096
320
$43.8M 0.05%
435,360
-184,136
321
$43.7M 0.05%
195,750
-1,812
322
$43.2M 0.05%
1,084,687
-1,337,359
323
$42.9M 0.05%
331,782
-435,053
324
$42.8M 0.05%
618,388
-161,435
325
$42.6M 0.05%
2,102,021
-546,616
11 12
13
14 15