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
351
$34.8M 0.04%
533,519
-78,764
352
$34.7M 0.04%
695,653
+80,148
353
$34.7M 0.04%
3,218,095
+192,805
354
$34.3M 0.03%
265,683
-5,900
355
$34.2M 0.03%
215,339
-39,823
356
$34.1M 0.03%
429,867
+100,903
357
$34M 0.03%
2,254,502
+24,716
358
$33.9M 0.03%
342,797
-179,085
359
$33.8M 0.03%
194,570
-4,211
360
$33.6M 0.03%
79,922
+6,798
361
$33.1M 0.03%
333,833
+4,301
362
$33.1M 0.03%
757,408
+52,628
363
$33.1M 0.03%
200,512
+1,157
364
$33M 0.03%
314,690
+6,352
365
$33M 0.03%
173,489
-35,306
366
$32.9M 0.03%
125,561
+40,608
367
$32.7M 0.03%
110,570
+10,385
368
$32.6M 0.03%
1,488,308
+30,674
369
$32.5M 0.03%
993,096
+12,638
370
$32.3M 0.03%
155,900
-12,965
371
$32.1M 0.03%
86,662
+73,928
372
$32M 0.03%
74,674
+955
373
$31.9M 0.03%
570,977
-68,149
374
$31.9M 0.03%
304,385
+50,859
375
$31.8M 0.03%
441,700
+35,853
13 14
15
16 17