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
476
$21M 0.02%
253,627
-26,402
477
$21M 0.02%
141,298
-59,093
478
$20.7M 0.02%
122,330
-274,933
479
$20.7M 0.02%
150,127
+74,592
480
$20.6M 0.02%
160,447
+24,163
481
$20.6M 0.02%
233,673
+188,482
482
$20.6M 0.02%
52,509
+23,391
483
$20.3M 0.02%
349,410
-53,135
484
$20.3M 0.02%
813,339
+33,608
485
$20.3M 0.02%
509,278
486
$20.2M 0.02%
462,894
-47,359
487
$20M 0.02%
453,810
-98,092
488
$20M 0.02%
216,088
-75,557
489
$19.9M 0.02%
947,466
+863,245
490
$19.9M 0.02%
522,020
+492
491
$19.9M 0.02%
268,470
+25,419
492
$19.8M 0.02%
1,345,709
+518,610
493
$19.8M 0.02%
644,311
-21,860
494
$19.5M 0.02%
201,399
+118,735
495
$19.4M 0.02%
46,555
+230
496
$19.4M 0.02%
155,984
+53,177
497
$19.3M 0.02%
184,986
+22,874
498
$19M 0.02%
44,240
-415
499
$19M 0.02%
520,209
+37,673
500
$18.9M 0.02%
1,255,115
-403,870
18 19
20
21 22