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
26
$708M 0.72%
+9,143,531
27
$703M 0.71%
1,377,212
+138,047
28
$684M 0.69%
1,300,032
+220,410
29
$663M 0.67%
1,188,226
+99,685
30
$652M 0.66%
9,100,668
+688,557
31
$641M 0.65%
9,094,681
+1,029,900
32
$617M 0.62%
10,110,204
-1,303,224
33
$594M 0.6%
9,342,478
-854,358
34
$590M 0.6%
17,844,930
+3,827,274
35
$574M 0.58%
2,741,441
+315,336
36
$550M 0.56%
1,943,249
+162,012
37
$518M 0.52%
2,884,817
-334,381
38
$515M 0.52%
553,554
-34,474
39
$514M 0.52%
1,434,540
-39,729
40
$509M 0.51%
3,921,070
+1,085,461
41
$484M 0.49%
3,973,631
-490,772
42
$476M 0.48%
1,277,887
+63,010
43
$474M 0.48%
787,910
-24,000
44
$469M 0.47%
1,086,083
-82,648
45
$464M 0.47%
5,291,022
-1,135,041
46
$459M 0.46%
4,187,272
-189,220
47
$451M 0.46%
1,774,620
-289,599
48
$431M 0.44%
5,913,879
-1,359,036
49
$427M 0.43%
29,799,818
-820,533
50
$426M 0.43%
4,258,770
+30,471
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