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
526
$17.3M 0.02%
512,106
-196,563
527
$17.2M 0.02%
549,004
+314,459
528
$17.2M 0.02%
199,157
+171,433
529
$17.2M 0.02%
185,881
-17,311
530
$17.1M 0.02%
59,205
+46,714
531
$17.1M 0.02%
145,249
+32,786
532
$17.1M 0.02%
3,517,050
+641,414
533
$16.9M 0.02%
175,249
-258,005
534
$16.8M 0.02%
110,060
-2,261
535
$16.6M 0.02%
122,846
-19,350
536
$16.5M 0.02%
266,958
-15,410
537
$16.5M 0.02%
101,836
+137
538
$16.4M 0.02%
1,122,671
+447,587
539
$16.3M 0.02%
81,622
-37,387
540
$16.3M 0.02%
224,317
+14,216
541
$16.2M 0.02%
104,917
+12,189
542
$16.1M 0.02%
376,786
-38,712
543
$16M 0.02%
379,621
+13,735
544
$16M 0.02%
227,225
+50,133
545
$15.9M 0.02%
299,083
-2,455
546
$15.8M 0.02%
6,924,035
+1,072,145
547
$15.7M 0.02%
158,926
548
$15.7M 0.02%
749,661
-57,481
549
$15.6M 0.02%
611,223
+5,107
550
$15.5M 0.02%
242,507
+155,004
20 21
22
23 24