Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $118B
1-Year Est. Return 26.33%
This Quarter Est. Return
1 Year Est. Return
+26.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104B
AUM Growth
+$6.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$586M
2
+$407M
3
+$384M
4
MSFT icon
Microsoft
MSFT
+$322M
5
AMZN icon
Amazon
AMZN
+$319M

Top Sells

1
+$599M
2
+$326M
3
+$302M
4
INTU icon
Intuit
INTU
+$234M
5
LOW icon
Lowe's Companies
LOW
+$191M

Sector Composition

1 Technology 28.73%
2 Consumer Discretionary 13.11%
3 Communication Services 12.44%
4 Financials 12.41%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$19.5M 0.02%
142,196
-34,193
502
$19.3M 0.02%
296,767
+107,052
503
$19.3M 0.02%
721,183
+458,435
504
$19.1M 0.02%
1,042,517
-215,951
505
$19.1M 0.02%
204,899
-25,621
506
$19M 0.02%
142,555
-24,142
507
$19M 0.02%
90,285
-848
508
$19M 0.02%
378,417
+13,850
509
$19M 0.02%
70,297
-4,630
510
$18.9M 0.02%
434,075
-13,581
511
$18.9M 0.02%
109,821
-11,036
512
$18.8M 0.02%
558,798
+260,940
513
$18.6M 0.02%
200,026
-41,691
514
$18.5M 0.02%
268,063
+127,641
515
$18.3M 0.02%
628,753
-134,099
516
$18.1M 0.02%
807,142
+342,698
517
$17.8M 0.02%
56,851
+22,859
518
$17.7M 0.02%
82,629
+38,100
519
$17.7M 0.02%
147,157
-24,795
520
$17.7M 0.02%
126,494
-69,776
521
$17.5M 0.02%
1,188,923
-39,010
522
$17.4M 0.02%
218,372
-54,054
523
$17.4M 0.02%
862,975
-578,511
524
$17.4M 0.02%
545,239
+485,302
525
$17.3M 0.02%
126,735
-84,539
19 20
21
22 23