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
326
$42.4M 0.05%
498,870
-44,997
327
$42M 0.05%
153,024
+20,489
328
$41.6M 0.05%
999,212
-18,941
329
$41.3M 0.05%
848,301
+458,269
330
$41M 0.05%
313,114
+18,876
331
$41M 0.05%
292,632
-73,115
332
$41M 0.05%
679,930
+54,415
333
$40.8M 0.05%
239,072
+72,930
334
$40.7M 0.05%
188,009
+21,767
335
$40.5M 0.05%
1,430,378
-114,131
336
$40.2M 0.05%
342,600
+10,179
337
$39.9M 0.05%
2,510,598
-730,150
338
$39.8M 0.05%
379,540
-33,762
339
$39.7M 0.05%
667,128
+519,196
340
$39.4M 0.05%
292,662
-31,247
341
$38.9M 0.05%
53,909
-7,505
342
$38.8M 0.05%
1,616,005
+250,046
343
$38.8M 0.05%
579,231
+31,143
344
$38.4M 0.05%
77,291
-2,941
345
$38.4M 0.05%
3,433,591
+1,560,141
346
$38.3M 0.05%
828,409
+29,953
347
$38.3M 0.05%
549,254
+33,189
348
$38.2M 0.04%
96,118
-62,030
349
$38M 0.04%
254,979
+9,312
350
$38M 0.04%
263,762
-32,058
12 13
14
15 16