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
551
$15.9M 0.02%
376,161
+193,296
552
$15.9M 0.02%
207,823
+85,980
553
$15.9M 0.02%
86,329
+54,030
554
$15.7M 0.02%
336,359
-102,833
555
$15.5M 0.01%
180,369
-33,286
556
$15.5M 0.01%
112,463
+100,965
557
$15.5M 0.01%
329,813
-480,342
558
$15.4M 0.01%
158,926
-4,583
559
$15.4M 0.01%
+1,538,339
560
$15.4M 0.01%
101,699
-9,468
561
$15.3M 0.01%
77,715
+3,333
562
$15.2M 0.01%
164,091
563
$15.2M 0.01%
282,368
+115,522
564
$15M 0.01%
271,683
-9,042
565
$15M 0.01%
158,921
-339,776
566
$14.9M 0.01%
210,101
+10,819
567
$14.9M 0.01%
972,676
-193,995
568
$14.8M 0.01%
133,118
-74,730
569
$14.7M 0.01%
398,339
+84,461
570
$14.7M 0.01%
193,702
+338
571
$14.4M 0.01%
291,580
+10,651
572
$14.4M 0.01%
218,964
+89,515
573
$14.4M 0.01%
834,075
-634,571
574
$14.2M 0.01%
350,533
-13,073
575
$14M 0.01%
108,156
-2,712
21 22
23
24 25