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
301
$47.5M 0.05%
564,884
+79,323
302
$47.3M 0.05%
742,571
+18,623
303
$47.2M 0.05%
697,376
-149,493
304
$47.2M 0.05%
82,863
-17,497
305
$47M 0.05%
563,098
-123,854
306
$47M 0.05%
926,396
-537,328
307
$47M 0.05%
407,299
+16,940
308
$46.8M 0.04%
1,471,155
-120,552
309
$46.6M 0.04%
630,922
+57,684
310
$46.2M 0.04%
878,613
+810,148
311
$46M 0.04%
3,013,732
-419,593
312
$46M 0.04%
401,012
+86,141
313
$45.7M 0.04%
732,231
-66,779
314
$45.7M 0.04%
2,875,636
-642,649
315
$45.7M 0.04%
160,500
+52,091
316
$45.6M 0.04%
3,025,290
+21,126
317
$45.5M 0.04%
477,757
-57,517
318
$45.2M 0.04%
315,940
-58,768
319
$45.1M 0.04%
419,923
-190,829
320
$45M 0.04%
75,765
-7,661
321
$44.9M 0.04%
527,713
+67,937
322
$44.4M 0.04%
4,371,391
+12,767
323
$44M 0.04%
255,162
-42,310
324
$43.6M 0.04%
416,944
+123,771
325
$43.4M 0.04%
667,172
+351,736
11 12
13
14 15