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
$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
576
$14M 0.01%
591,085
-200,816
577
$14M 0.01%
117,335
-2,571
578
$13.9M 0.01%
89,333
-134,258
579
$13.6M 0.01%
75,707
+25,703
580
$13.6M 0.01%
420,019
-2,476
581
$13.5M 0.01%
125,354
+14,037
582
$13.5M 0.01%
+397,297
583
$13.5M 0.01%
496,132
+305,196
584
$13.4M 0.01%
195,393
+182,836
585
$13.2M 0.01%
732,549
-374,660
586
$12.8M 0.01%
7,168,040
+272,195
587
$12.8M 0.01%
98,468
-6,904
588
$12.7M 0.01%
495,304
-629
589
$12.7M 0.01%
92,728
+11,739
590
$12.6M 0.01%
365,886
+1,209
591
$12.6M 0.01%
160,367
-65,073
592
$12.6M 0.01%
83,337
+13,312
593
$12.5M 0.01%
61,542
+1,131
594
$12.5M 0.01%
20,727
-9,770
595
$12.5M 0.01%
53,628
+17,994
596
$12.4M 0.01%
5,039,233
-714,855
597
$12.3M 0.01%
422,370
+111,276
598
$12.3M 0.01%
351,332
-511,375
599
$12.3M 0.01%
115,864
-50,573
600
$12.3M 0.01%
1,375,829
-57,185
22 23
24
25 26