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
601
$12.3M 0.01%
410,344
-49,506
602
$12.2M 0.01%
63,410
+19,947
603
$12.2M 0.01%
1,036,125
+110,508
604
$12.1M 0.01%
150,525
+33,806
605
$12.1M 0.01%
+1,274,395
606
$12.1M 0.01%
146,235
+61,580
607
$12.1M 0.01%
282,811
+170,885
608
$12M 0.01%
276,051
-79,560
609
$12M 0.01%
177,343
+18,024
610
$11.9M 0.01%
80,086
+13,065
611
$11.9M 0.01%
117,842
+3,947
612
$11.9M 0.01%
243,061
+171,763
613
$11.8M 0.01%
88,300
+405
614
$11.8M 0.01%
+675,084
615
$11.7M 0.01%
757,490
-1,068,330
616
$11.7M 0.01%
77,316
+5,974
617
$11.7M 0.01%
177,092
+82,083
618
$11.4M 0.01%
285,563
-69,016
619
$11.4M 0.01%
431,741
+246,744
620
$11.4M 0.01%
209,842
+26,084
621
$11.3M 0.01%
1,040,440
+25,480
622
$11.3M 0.01%
91,019
-32,381
623
$11.3M 0.01%
59,215
+8,507
624
$11.2M 0.01%
33,094
+26,048
625
$11.2M 0.01%
+413,013
23 24
25
26 27