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
576
$13.4M 0.02%
234,574
-133,113
577
$13.4M 0.02%
116,221
-3,640
578
$13.3M 0.02%
137,075
-3,330
579
$13.3M 0.02%
88,902
+44,427
580
$13.2M 0.02%
151,556
-47,931
581
$13.2M 0.02%
205,298
+68,524
582
$13.1M 0.02%
69,013
+59,897
583
$13M 0.02%
402,528
+215,327
584
$13M 0.02%
62,391
-141,944
585
$12.9M 0.02%
164,151
+76,168
586
$12.8M 0.02%
706,553
-7,478
587
$12.8M 0.02%
503,293
-48,034
588
$12.7M 0.02%
176,086
-220,350
589
$12.7M 0.02%
853,907
+46,773
590
$12.6M 0.01%
208,600
+556
591
$12.5M 0.01%
173,604
-8,592
592
$12.3M 0.01%
340,982
+87,158
593
$12.3M 0.01%
249,506
-60,844
594
$12.2M 0.01%
357,681
-184,292
595
$12.2M 0.01%
328,535
-29,951
596
$12.1M 0.01%
124,839
+66,168
597
$12M 0.01%
853,665
+246,076
598
$12M 0.01%
322,075
+5,212
599
$12M 0.01%
+35,550
600
$12M 0.01%
347,552
-57,638
22 23
24
25 26