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
451
$23.9M 0.02%
171,502
-9,682
452
$23.5M 0.02%
113,245
+59,617
453
$23.4M 0.02%
68,388
-28,329
454
$23.3M 0.02%
427,750
-41,118
455
$23.3M 0.02%
411,468
+292,126
456
$23M 0.02%
36,614
-6,139
457
$22.7M 0.02%
357,622
-267
458
$22.7M 0.02%
206,413
-71,896
459
$22.4M 0.02%
1,193,510
+89,661
460
$22.4M 0.02%
648,687
-10,287
461
$22.4M 0.02%
439,217
+46,944
462
$22.1M 0.02%
199,511
-177,284
463
$22.1M 0.02%
1,061,885
+56,328
464
$22.1M 0.02%
411,926
+120,346
465
$21.9M 0.02%
39,560
-8,011
466
$21.8M 0.02%
451,213
-105,678
467
$21.6M 0.02%
388,610
+10,193
468
$21.6M 0.02%
94,754
-9,096
469
$21.4M 0.02%
611,641
+38,851
470
$21.3M 0.02%
643,949
-164,015
471
$21.3M 0.02%
993,893
-134,349
472
$21.1M 0.02%
185,498
-433
473
$21M 0.02%
241,927
-176,899
474
$20.9M 0.02%
318,995
+215,130
475
$20.7M 0.02%
675,809
+2,358
17 18
19
20 21