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
601
$11.9M 0.01%
43,699
-507
602
$11.9M 0.01%
255,078
+5,026
603
$11.9M 0.01%
34,449
-4,464
604
$11.8M 0.01%
235,055
-836
605
$11.8M 0.01%
+101,099
606
$11.7M 0.01%
84,701
-1,264
607
$11.7M 0.01%
832,798
-328,940
608
$11.6M 0.01%
73,861
+61,161
609
$11.5M 0.01%
+85,504
610
$11.5M 0.01%
267,389
+146,784
611
$11.3M 0.01%
+308,457
612
$11.3M 0.01%
323,542
-7,773
613
$11.2M 0.01%
281,685
-8,488
614
$11.2M 0.01%
687,800
+334,544
615
$11.1M 0.01%
287,710
+16
616
$11M 0.01%
205,000
-65,000
617
$11M 0.01%
51,100
+3,196
618
$10.9M 0.01%
112,720
-28,058
619
$10.9M 0.01%
49,743
+2,231
620
$10.7M 0.01%
447,875
-7,367
621
$10.7M 0.01%
280,665
+4,156
622
$10.7M 0.01%
1,672,732
623
$10.6M 0.01%
226,663
+7,599
624
$10.6M 0.01%
36,463
-810
625
$10.5M 0.01%
286,268
-9,696
23 24
25
26 27