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
526
$16.8M 0.02%
272,077
+160,482
527
$16.8M 0.02%
206,818
+106,409
528
$16.8M 0.02%
60,678
+57,918
529
$16.7M 0.02%
1,431,144
+68,535
530
$16.6M 0.02%
234,181
-1,963
531
$16.4M 0.02%
1,128,567
-181,594
532
$16.4M 0.02%
+317,955
533
$16.3M 0.02%
1,113,280
-219,985
534
$16.3M 0.02%
1,177,445
-147,205
535
$16.3M 0.02%
40,281
+31
536
$16M 0.02%
61,138
-14,319
537
$16M 0.02%
209,235
-3,032
538
$15.9M 0.02%
77,686
+16,171
539
$15.7M 0.02%
30,060
-3,481
540
$15.7M 0.02%
53,876
-6,779
541
$15.5M 0.02%
125,672
-18,678
542
$15.4M 0.02%
646,315
-106,281
543
$15.2M 0.02%
914,430
-624,333
544
$15.2M 0.02%
351,653
-759,307
545
$15.2M 0.02%
267,867
-1,748
546
$15.1M 0.02%
559,481
-151,005
547
$15M 0.02%
195,830
+175,451
548
$15M 0.02%
413,366
+299,807
549
$15M 0.02%
9,162
-360
550
$15M 0.02%
122,860
+37,631
20 21
22
23 24