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
351
$37.5M 0.04%
229,736
+4,874
352
$36.9M 0.04%
1,102,229
-46,771
353
$36.6M 0.04%
226,622
+170,988
354
$36.5M 0.04%
666,067
-140,956
355
$36.1M 0.04%
119,774
+7,961
356
$36M 0.04%
978,335
-42,004
357
$35.7M 0.04%
510,234
+203,477
358
$35M 0.04%
159,690
+12,140
359
$34.9M 0.04%
975,094
+36,564
360
$34.1M 0.04%
25,606
+173
361
$34M 0.04%
134,468
+10,313
362
$34M 0.04%
588,895
-21,340
363
$33.9M 0.04%
333,799
-105,901
364
$33.8M 0.04%
170,849
-5,360
365
$33.7M 0.04%
143,391
-14,365
366
$33.7M 0.04%
521,785
-26,209
367
$33.5M 0.04%
+288,610
368
$33.4M 0.04%
658,551
-34,171
369
$33.4M 0.04%
171,502
-266,040
370
$33.3M 0.04%
+877,235
371
$33.2M 0.04%
1,887,981
+400,811
372
$33.2M 0.04%
392,542
+123,870
373
$32.9M 0.04%
880,177
-701,202
374
$32.7M 0.04%
608,236
-1,865,630
375
$32.7M 0.04%
722,301
+13,317
13 14
15
16 17