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
626
$10.5M 0.01%
99,244
-3,948
627
$10.5M 0.01%
+158,580
628
$10.4M 0.01%
65,602
+3,078
629
$10.3M 0.01%
153,091
+24,719
630
$10.3M 0.01%
16,457
+4,420
631
$10.3M 0.01%
77,113
-587
632
$10.2M 0.01%
437,161
+140,968
633
$10.2M 0.01%
52,838
+31
634
$10.2M 0.01%
223,357
-108,711
635
$10.1M 0.01%
104,010
+1,153
636
$9.96M 0.01%
119,689
-67,774
637
$9.93M 0.01%
172,500
-44,312
638
$9.87M 0.01%
882,110
-145,623
639
$9.81M 0.01%
119,928
640
$9.79M 0.01%
372,094
+63,972
641
$9.72M 0.01%
2,579,145
+621,054
642
$9.66M 0.01%
151,652
-49,352
643
$9.59M 0.01%
101,328
-556,590
644
$9.57M 0.01%
+621,557
645
$9.52M 0.01%
90,610
-44,410
646
$9.35M 0.01%
+288,263
647
$9.26M 0.01%
37,407
+1,232
648
$9.19M 0.01%
69,022
-1,078
649
$9.03M 0.01%
136,679
+35,548
650
$8.94M 0.01%
99,737
-30,395
24 25
26
27 28