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
$67.2B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$243M
3
+$162M
4
TSLA icon
Tesla
TSLA
+$144M
5
ADBE icon
Adobe
ADBE
+$133M

Top Sells

1
+$604M
2
+$294M
3
+$202M
4
UNP icon
Union Pacific
UNP
+$192M
5
TXN icon
Texas Instruments
TXN
+$190M

Sector Composition

1 Technology 24.82%
2 Consumer Discretionary 14.49%
3 Healthcare 13.62%
4 Financials 12.58%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$11.4M 0.02%
344,563
-52,088
577
$11.3M 0.02%
193,023
-47,347
578
$11.3M 0.02%
83,356
+37,360
579
$11.2M 0.02%
311,679
-89,714
580
$11M 0.02%
344,228
-143,128
581
$10.9M 0.02%
474,247
582
$10.8M 0.02%
1,268,832
-26,252
583
$10.8M 0.02%
360,017
-125,382
584
$10.7M 0.02%
225,969
-98,038
585
$10.7M 0.02%
670,111
-140,352
586
$10.7M 0.02%
185,468
+902
587
$10.7M 0.02%
50,177
-360
588
$10.6M 0.02%
62,292
-51,956
589
$10.6M 0.02%
+111,959
590
$10.4M 0.02%
100,222
+80
591
$10.3M 0.02%
133,914
+69,942
592
$10.3M 0.02%
160,168
-15,327
593
$10.3M 0.02%
686,906
594
$10.3M 0.02%
14,628
+9,079
595
$10.2M 0.02%
80,615
-224,262
596
$10.2M 0.02%
435,244
-360,396
597
$10.2M 0.02%
5,933,815
+1,518,357
598
$10.1M 0.02%
210,746
-2,500
599
$10M 0.01%
114,654
-191,452
600
$9.87M 0.01%
1,687,945
+85,412
22 23
24
25 26