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
351
$38M 0.04%
+359,809
352
$38M 0.04%
316,309
-8,175
353
$37.8M 0.04%
+89,131
354
$37.7M 0.04%
285,735
+157,981
355
$37.4M 0.04%
779,665
-134,756
356
$37.3M 0.04%
104,179
+15,495
357
$37M 0.04%
615,505
+247,478
358
$36.7M 0.04%
998,710
-289,588
359
$36.2M 0.03%
405,847
-25,031
360
$36.2M 0.03%
230,898
-121,671
361
$36.1M 0.03%
259,698
+74,298
362
$35.8M 0.03%
73,719
-9,178
363
$35.8M 0.03%
327,914
-245
364
$35.7M 0.03%
96,717
-13,907
365
$35.5M 0.03%
621,164
+41,077
366
$35.4M 0.03%
198,781
-5,170
367
$35.3M 0.03%
199,355
+124,052
368
$35.1M 0.03%
219,837
-8,521
369
$34.9M 0.03%
340,676
-31,224
370
$34.9M 0.03%
596,038
+96,397
371
$34.8M 0.03%
186,359
+84,119
372
$34.6M 0.03%
867,592
+30,975
373
$34.5M 0.03%
898,986
+12,845
374
$34.3M 0.03%
116,046
+19,892
375
$34.3M 0.03%
9,683,559
+2,707,563