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
601
$9.86M 0.01%
102,255
-63,458
602
$9.83M 0.01%
267,949
+98,331
603
$9.62M 0.01%
250,504
+81,748
604
$9.58M 0.01%
351,416
-27,327
605
$9.58M 0.01%
108,349
-65,016
606
$9.52M 0.01%
103,520
-90,088
607
$9.48M 0.01%
1,396,765
+229,020
608
$9.34M 0.01%
103,313
-1,991
609
$9.29M 0.01%
91,673
+19,856
610
$9.16M 0.01%
+1,138,854
611
$9.03M 0.01%
43,122
+4
612
$9.03M 0.01%
62,312
-6,587
613
$8.96M 0.01%
73,395
-22,283
614
$8.96M 0.01%
153,655
+574
615
$8.94M 0.01%
36,120
-11,273
616
$8.91M 0.01%
953,254
+3,435
617
$8.91M 0.01%
52,067
+11,367
618
$8.72M 0.01%
46,377
+20,231
619
$8.63M 0.01%
160,718
-189,842
620
$8.61M 0.01%
90,144
+21,661
621
$8.57M 0.01%
206,088
+130
622
$8.54M 0.01%
339,766
+37,012
623
$8.54M 0.01%
398,858
+240
624
$8.53M 0.01%
214,880
+7,191
625
$8.44M 0.01%
41,357
+14,759
23 24
25
26 27