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
326
$39.7M 0.04%
629,846
+66,748
327
$39.5M 0.04%
428,382
+7,475
328
$39.4M 0.04%
732,095
+7,676
329
$39.3M 0.04%
224,356
+4,519
330
$39M 0.04%
1,338,268
+470,676
331
$38.9M 0.04%
408,176
-433,118
332
$38.7M 0.04%
956,647
-4,587
333
$38.7M 0.04%
231,133
+153,817
334
$38.3M 0.04%
143,486
+39,438
335
$38.2M 0.04%
165,068
+135,783
336
$37.9M 0.04%
+378,614
337
$37.8M 0.04%
5,265
-10,239
338
$37.8M 0.04%
73,528
-327
339
$37.6M 0.04%
+351,341
340
$36.9M 0.04%
599,150
-99,846
341
$36.9M 0.04%
2,681,113
-383,080
342
$36.7M 0.04%
503,556
-262,368
343
$36.4M 0.04%
1,757,225
+1,321,853
344
$36.1M 0.04%
475,413
+3,490
345
$35.8M 0.04%
167,769
+61,976
346
$35.7M 0.04%
5,869,139
+2,879,459
347
$35.6M 0.04%
852,098
-46,888
348
$35.4M 0.04%
496,980
+56,707
349
$35.3M 0.04%
597,415
+1,377
350
$34.9M 0.04%
133,275
+17,229
12 13
14
15 16