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
626
$11.1M 0.01%
63,105
+1,853
627
$11M 0.01%
298,657
-216,640
628
$11M 0.01%
200,744
+46,076
629
$11M 0.01%
246,746
-77,559
630
$10.9M 0.01%
266,811
+134,168
631
$10.8M 0.01%
5,851,890
+2,454,195
632
$10.8M 0.01%
436,380
-83,222
633
$10.6M 0.01%
117,827
+29,973
634
$10.6M 0.01%
36,303
-6,090
635
$10.5M 0.01%
127,374
+106,318
636
$10.5M 0.01%
131,156
+3,491
637
$10.4M 0.01%
37,041
-548
638
$10.4M 0.01%
136,981
+2,996
639
$10.3M 0.01%
215,286
-2,784
640
$10.3M 0.01%
278,466
-167,621
641
$10.2M 0.01%
75,500
-343,103
642
$10.2M 0.01%
43,941
+2,426
643
$10.1M 0.01%
193,339
-12,005
644
$10.1M 0.01%
112,624
+46,421
645
$10M 0.01%
808,283
+87,475
646
$9.88M 0.01%
403,030
+12,922
647
$9.77M 0.01%
531,047
+39,616
648
$9.75M 0.01%
355,952
+322,739
649
$9.72M 0.01%
42,216
+4,227
650
$9.61M 0.01%
588,221
+66,937
24 25
26
27 28