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
551
$15.4M 0.02%
118,241
+19,773
552
$15.3M 0.02%
89,410
+13,703
553
$15.3M 0.02%
279,263
+36,202
554
$15.3M 0.02%
973,238
-141,011
555
$15.3M 0.02%
163,998
-36,028
556
$15.2M 0.02%
120,740
-5,754
557
$15.2M 0.02%
134,868
+1,750
558
$14.9M 0.02%
345,598
+196,165
559
$14.8M 0.02%
39,475
-24,997
560
$14.8M 0.02%
1,190,121
+356,046
561
$14.6M 0.01%
+603,851
562
$14.5M 0.01%
105,546
+103,692
563
$14.4M 0.01%
149,723
+24,369
564
$14.4M 0.01%
627,174
-333,843
565
$14.3M 0.01%
340,918
-364,597
566
$14.3M 0.01%
307,071
-9,203
567
$14.1M 0.01%
92,224
+2,891
568
$14M 0.01%
176,075
-20,785
569
$13.8M 0.01%
56,694
-2,832
570
$13.7M 0.01%
270,866
-817
571
$13.7M 0.01%
+52,877
572
$13.6M 0.01%
148,906
-10,015
573
$13.6M 0.01%
118,486
+38,400
574
$13.6M 0.01%
163,114
-220
575
$13.6M 0.01%
413,743
+16,446
21 22
23
24 25