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
676
$7.77M 0.01%
88,745
+6,063
677
$7.64M 0.01%
208,055
-2,775,359
678
$7.63M 0.01%
+934,000
679
$7.62M 0.01%
257,133
+87,622
680
$7.59M 0.01%
29,792
-3,306
681
$7.55M 0.01%
98,980
+14,110
682
$7.53M 0.01%
+32,725
683
$7.51M 0.01%
231,475
+36,534
684
$7.5M 0.01%
51,481
-1,801
685
$7.46M 0.01%
128,377
+16,868
686
$7.43M 0.01%
862,029
-21,835
687
$7.43M 0.01%
275,720
+119,720
688
$7.42M 0.01%
47,876
-768
689
$7.41M 0.01%
86,025
-1,062
690
$7.34M 0.01%
27,937
-3,866
691
$7.25M 0.01%
242,385
+115,085
692
$7.22M 0.01%
210,148
+143,999
693
$7.12M 0.01%
59,998
-2,053
694
$7.11M 0.01%
288,439
+1,306
695
$7.09M 0.01%
+90,694
696
$7.03M 0.01%
39,484
-35,461
697
$7.02M 0.01%
108,061
-66,589
698
$7.02M 0.01%
58,257
+10,698
699
$6.99M 0.01%
193,559
+72,084
700
$6.97M 0.01%
21,406
-496
26 27
28
29 30