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
26
$611M 0.72%
1,562,964
-146,024
27
$591M 0.7%
9,663,340
+1,457,734
28
$591M 0.69%
4,641,127
-150,534
29
$582M 0.69%
385,201
+48,370
30
$572M 0.67%
879,744
+10,857
31
$556M 0.65%
88,177,286
-8,954,983
32
$525M 0.62%
1,092,843
-6,905
33
$503M 0.59%
11,454,683
+1,568,363
34
$496M 0.58%
1,880,678
+608,486
35
$469M 0.55%
4,136,721
+2,495,094
36
$465M 0.55%
7,085,470
+4,620,172
37
$459M 0.54%
825,228
-7,509
38
$454M 0.53%
1,182,327
+155,718
39
$443M 0.52%
6,117,084
-426,048
40
$434M 0.51%
592,782
+77,146
41
$422M 0.5%
2,423,361
+209,114
42
$418M 0.49%
2,386,950
-571,802
43
$407M 0.48%
26,757,967
+42,170
44
$406M 0.48%
3,245,019
-3,145,209
45
$398M 0.47%
3,058,969
+475,305
46
$388M 0.46%
3,824,109
+659,740
47
$380M 0.45%
1,061,940
+360,601
48
$371M 0.44%
3,936,453
+1,591,732
49
$357M 0.42%
4,940,526
-495,542
50
$356M 0.42%
2,336,021
+17,633
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