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
651
$8.91M 0.01%
35,306
+3,274
652
$8.87M 0.01%
195,446
-5,440
653
$8.78M 0.01%
+370,035
654
$8.71M 0.01%
3,028,546
+2,414,260
655
$8.66M 0.01%
12,787
+1,213
656
$8.6M 0.01%
107,313
+34,692
657
$8.54M 0.01%
122,117
-9,824
658
$8.51M 0.01%
136,817
-9,994
659
$8.5M 0.01%
218,151
+55,128
660
$8.45M 0.01%
89,960
-2,276
661
$8.43M 0.01%
109,769
+9,567
662
$8.4M 0.01%
142,398
+13,018
663
$8.32M 0.01%
18,281
-2,200
664
$8.29M 0.01%
2,489,294
-652,012
665
$8.27M 0.01%
60,017
-14,021
666
$8.16M 0.01%
506,947
-8,721
667
$8.12M 0.01%
29,528
+6,358
668
$8.11M 0.01%
55,259
-10,196
669
$8.07M 0.01%
120,868
+6,882
670
$8.07M 0.01%
46,618
+4,835
671
$8.03M 0.01%
367,081
-76,413
672
$7.98M 0.01%
435,045
+129,007
673
$7.89M 0.01%
609,302
-65,439
674
$7.86M 0.01%
199,336
+13,249
675
$7.77M 0.01%
224,228
-147,126
25 26
27
28 29