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
501
$18.8M 0.02%
+285,711
502
$18.8M 0.02%
464,656
+179,093
503
$18.7M 0.02%
702,025
-30,524
504
$18.6M 0.02%
182,962
-53,048
505
$18.5M 0.02%
5,150,242
+111,009
506
$18.5M 0.02%
374,135
-59,940
507
$18.5M 0.02%
230,417
-93,411
508
$18.4M 0.02%
116,697
+1,162
509
$18.4M 0.02%
+505,688
510
$18.4M 0.02%
320,339
+82,996
511
$18.4M 0.02%
87,269
-2,028
512
$18.3M 0.02%
535,512
+113,142
513
$18.2M 0.02%
92,041
+2,502
514
$18.2M 0.02%
122,373
-9,345
515
$18.1M 0.02%
110,749
+928
516
$18M 0.02%
309,108
-22,428
517
$18M 0.02%
98,238
+2,643
518
$17.9M 0.02%
609,332
-111,851
519
$17.9M 0.02%
+234,723
520
$17.9M 0.02%
257,502
+48,085
521
$17.8M 0.02%
194,594
-26,985
522
$17.5M 0.02%
660,598
+304,646
523
$17.3M 0.02%
665,873
+170,569
524
$17.3M 0.02%
185,061
-19,838
525
$17.3M 0.02%
886,515
+10,647
19 20
21
22 23