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
651
$8.51M 0.01%
88,462
+44,348
652
$8.47M 0.01%
146,327
-259,350
653
$8.46M 0.01%
29,567
+10,425
654
$8.45M 0.01%
64,235
-6,733
655
$8.44M 0.01%
289,656
-835,962
656
$8.43M 0.01%
438,512
-92,535
657
$8.39M 0.01%
35,390
-1,651
658
$8.35M 0.01%
60,335
+17,720
659
$8.3M 0.01%
88,386
-27,478
660
$8.18M 0.01%
55,551
-3,664
661
$7.99M 0.01%
228,000
+33,492
662
$7.82M 0.01%
26,743
+930
663
$7.81M 0.01%
216,990
-61,476
664
$7.74M 0.01%
272,923
-8,234
665
$7.63M 0.01%
236,315
-10,431
666
$7.62M 0.01%
257,756
+71,141
667
$7.59M 0.01%
351,599
+338,542
668
$7.57M 0.01%
22,890
-40,868
669
$7.48M 0.01%
24,239
-1,703
670
$7.46M 0.01%
27,783
+4,553
671
$7.41M 0.01%
385,234
-477,741
672
$7.36M 0.01%
120,522
+15,536
673
$7.35M 0.01%
476,492
-7,346
674
$7.2M 0.01%
91,361
-69,006
675
$7.19M 0.01%
49,421
-6,466
25 26
27
28 29