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
551
$14.8M 0.02%
114,235
-10,614
552
$14.7M 0.02%
114,977
-2,188
553
$14.7M 0.02%
825,060
-37,984
554
$14.7M 0.02%
220,077
-7,192
555
$14.6M 0.02%
100,809
+73,862
556
$14.5M 0.02%
295,101
-25,857
557
$14.5M 0.02%
319,544
+125,877
558
$14.4M 0.02%
56,403
+1,138
559
$14.3M 0.02%
1,182,807
+172,078
560
$14.3M 0.02%
75,111
+7,140
561
$14.3M 0.02%
55,155
+17,501
562
$14.3M 0.02%
109,608
-1,987
563
$14.3M 0.02%
33,024
-4,706
564
$14.2M 0.02%
811,103
+11,901
565
$14.1M 0.02%
176,956
-38,671
566
$14.1M 0.02%
508,962
-21,781
567
$13.9M 0.02%
272,151
+71,879
568
$13.8M 0.02%
21,468
569
$13.7M 0.02%
104,391
+2,330
570
$13.7M 0.02%
+140,274
571
$13.6M 0.02%
176,528
-231,369
572
$13.6M 0.02%
136,749
-20,701
573
$13.5M 0.02%
318,176
-6,081
574
$13.4M 0.02%
5,410,365
-3,384,079
575
$13.4M 0.02%
+75,521
21 22
23
24 25