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
426
$27.2M 0.03%
620,793
+49,227
427
$27.2M 0.03%
168,155
-1,911
428
$27.1M 0.03%
136,947
-7,289
429
$27.1M 0.03%
186,191
+89,801
430
$26.9M 0.03%
+478,351
431
$26.8M 0.03%
161,176
+14,261
432
$26.7M 0.03%
1,490,641
+65,975
433
$26.6M 0.03%
3,289,653
-187,228
434
$26.5M 0.03%
129,294
+728
435
$26.5M 0.03%
191,142
-59,966
436
$25.8M 0.03%
255,360
-400,430
437
$25.8M 0.03%
2,009,154
+36,402
438
$25.5M 0.03%
+498,691
439
$25.5M 0.03%
744,977
-354,899
440
$25.4M 0.03%
20,645
+2,596
441
$25.4M 0.03%
757,722
+139,745
442
$25.2M 0.03%
463,893
+87,106
443
$25.1M 0.03%
191,685
-88,528
444
$24.9M 0.03%
261,160
-578,458
445
$24.6M 0.03%
229,489
+74,392
446
$24.4M 0.03%
+76,655
447
$24.3M 0.03%
421,988
+375,369
448
$24.3M 0.03%
402,040
-159,304
449
$24.2M 0.03%
255,199
+71,601
450
$24.1M 0.03%
199,453
-10,462
16 17
18
19 20