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
401
$28.9M 0.03%
158,728
+8,956
402
$28.7M 0.03%
1,497,135
+10,177
403
$28.5M 0.03%
205,361
-51,430
404
$28.5M 0.03%
337,280
-5,225
405
$28.5M 0.03%
747,453
+220,144
406
$28.4M 0.03%
599,893
+431,684
407
$28.3M 0.03%
92,310
-71,472
408
$28.2M 0.03%
4,300,183
+717,725
409
$28.1M 0.03%
169,169
+44,298
410
$28.1M 0.03%
986,487
-217,236
411
$28.1M 0.03%
+163,326
412
$27.9M 0.03%
46,054
+763
413
$27.8M 0.03%
229,140
-178,159
414
$27.7M 0.03%
742,010
+5,023
415
$27.7M 0.03%
790,596
+348,881
416
$27.7M 0.03%
231,317
-38,093
417
$27.7M 0.03%
157,934
-26
418
$27.6M 0.03%
177,642
-38,089
419
$27.6M 0.03%
178,397
-981
420
$27.3M 0.03%
386,948
+4,962
421
$27.2M 0.03%
132,637
-15,552
422
$27.2M 0.03%
4,589,156
-269,123
423
$27.1M 0.03%
692,439
424
$27M 0.03%
93,259
+2,298
425
$26.8M 0.03%
320,677
-969
15 16
17
18 19