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
451
$23.8M 0.03%
1,012,284
+392,957
452
$23.7M 0.03%
1,697,252
+1,043,273
453
$23.5M 0.03%
427,092
+66,867
454
$23.3M 0.03%
218,516
+23,285
455
$23.3M 0.03%
248,997
-10,518
456
$23.3M 0.03%
299,144
-617,215
457
$23.2M 0.03%
337,916
-16,289
458
$23.1M 0.03%
192,117
+107,250
459
$23M 0.03%
313,662
-11,140
460
$22.9M 0.03%
119,862
+4,751
461
$22.8M 0.03%
50,225
+14,601
462
$22.8M 0.03%
1,618,713
+76,060
463
$22.7M 0.03%
+93,550
464
$22.6M 0.03%
239,536
-53,199
465
$22.5M 0.03%
199,746
+54,576
466
$22.1M 0.03%
392,343
+46,468
467
$21.8M 0.03%
250,093
-20,324
468
$21.7M 0.03%
205,551
+163,870
469
$21.7M 0.03%
114,490
+26,632
470
$21.7M 0.03%
11,412,213
+937,930
471
$21.6M 0.03%
54,300
+4,300
472
$21.6M 0.03%
145,148
-449,528
473
$21.5M 0.03%
72,931
+27,579
474
$21.4M 0.03%
755,766
-71,111
475
$21.3M 0.03%
123,580
-13,653
17 18
19
20 21