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
501
$18.9M 0.02%
968,875
-123,547
502
$18.9M 0.02%
52,681
+18,711
503
$18.8M 0.02%
220,619
+7,544
504
$18.6M 0.02%
74,304
-6,749
505
$18.4M 0.02%
355,133
-26,844
506
$18.4M 0.02%
823,278
+125,186
507
$18.4M 0.02%
171,192
-63,804
508
$18.3M 0.02%
364,430
-114,322
509
$17.9M 0.02%
123,336
+4,678
510
$17.8M 0.02%
106,914
-42,643
511
$17.8M 0.02%
253,487
+142,340
512
$17.7M 0.02%
69,283
-10,899
513
$17.7M 0.02%
605,151
-16,558
514
$17.5M 0.02%
226,649
-522,902
515
$17.4M 0.02%
103,295
-1,542
516
$17.4M 0.02%
43,910
+2,633
517
$17.4M 0.02%
204,949
+27,733
518
$17.1M 0.02%
79,489
-13,142
519
$17.1M 0.02%
96,327
-3,755
520
$17M 0.02%
740,099
+282,812
521
$17M 0.02%
129,109
-25,146
522
$16.9M 0.02%
137,899
-75,650
523
$16.8M 0.02%
429,419
-72,983
524
$16.8M 0.02%
553,198
+451,942
525
$16.8M 0.02%
81,842
-870
19 20
21
22 23