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
$99.1B
AUM Growth
-$5.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,281
New
Increased
Reduced
Closed

Top Buys

1
+$708M
2
+$349M
3
+$321M
4
CARR icon
Carrier Global
CARR
+$214M
5
LRCX icon
Lam Research
LRCX
+$159M

Top Sells

1
+$313M
2
+$248M
3
+$240M
4
TSLA icon
Tesla
TSLA
+$237M
5
ZBRA icon
Zebra Technologies
ZBRA
+$228M

Sector Composition

1 Technology 26.33%
2 Financials 13.48%
3 Communication Services 12.67%
4 Consumer Discretionary 12.01%
5 Healthcare 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$9.97M 0.01%
45,979
-154,763
627
$9.97M 0.01%
30,406
+19,359
628
$9.94M 0.01%
127,495
-140,568
629
$9.82M 0.01%
132,547
-75,276
630
$9.8M 0.01%
184,914
-151,445
631
$9.77M 0.01%
582,543
-606,380
632
$9.6M 0.01%
378,466
-117,666
633
$9.42M 0.01%
16,163
+2,200
634
$9.4M 0.01%
+51,868
635
$9.33M 0.01%
83,482
+21,940
636
$9.26M 0.01%
72,492
-10,845
637
$9.23M 0.01%
140,735
+127,910
638
$9.19M 0.01%
276,834
+170,139
639
$9.13M 0.01%
156,896
-628,187
640
$9.04M 0.01%
+3,171,647
641
$9.01M 0.01%
115,092
+105,970
642
$9M 0.01%
569,398
+46,198
643
$8.96M 0.01%
218,169
-132,364
644
$8.94M 0.01%
123,363
+60,775
645
$8.88M 0.01%
123,051
-57,318
646
$8.82M 0.01%
37,154
-2,430
647
$8.7M 0.01%
269,480
-29,177
648
$8.62M 0.01%
59,832
-15,668
649
$8.57M 0.01%
15,327
-20,980
650
$8.56M 0.01%
114,334
+17,073
24 25
26
27 28