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
426
$26.5M 0.03%
119,453
+41,064
427
$26.4M 0.03%
356,284
+503
428
$26.4M 0.03%
2,111,417
-1,166,248
429
$26.4M 0.03%
199,087
-3,222
430
$26.2M 0.03%
1,447,896
-214,436
431
$26M 0.03%
896,259
+20,443
432
$26M 0.03%
707,677
+148,879
433
$26M 0.03%
8,568,836
-1,114,723
434
$25.8M 0.03%
384,088
-117,706
435
$25.8M 0.03%
657,549
+7,191
436
$25.6M 0.03%
466,083
-777,355
437
$25.5M 0.03%
920,512
+20,652
438
$25.1M 0.03%
387,935
+28,126
439
$25M 0.03%
113,524
+19,436
440
$24.7M 0.03%
249,546
-114,728
441
$24.7M 0.02%
145,394
-4,778
442
$24.6M 0.02%
579,771
+181,432
443
$24.6M 0.02%
453,398
-74,315
444
$24.3M 0.02%
111,918
+19,782
445
$24.2M 0.02%
530,086
-2,386
446
$24.2M 0.02%
188,524
+61,746
447
$24.1M 0.02%
138,259
+1,709
448
$24.1M 0.02%
359,435
+220,941
449
$24M 0.02%
208,901
-119,013
450
$24M 0.02%
1,300,418
+127,678
16 17
18
19 20