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
676
$7.14M 0.01%
165,745
-10,197
677
$7.06M 0.01%
390,207
+148,686
678
$6.98M 0.01%
175,802
+30,207
679
$6.97M 0.01%
19,325
680
$6.94M 0.01%
222,565
+52,739
681
$6.93M 0.01%
211,162
+13,531
682
$6.9M 0.01%
715,627
+572,395
683
$6.87M 0.01%
64,746
+12,484
684
$6.86M 0.01%
91,678
-35,696
685
$6.86M 0.01%
200,008
-15,278
686
$6.82M 0.01%
103,873
-32,352
687
$6.81M 0.01%
+35,286
688
$6.81M 0.01%
132,241
+101,707
689
$6.8M 0.01%
63,535
-18,490
690
$6.79M 0.01%
34,442
-7,774
691
$6.75M 0.01%
49,434
+14,506
692
$6.68M 0.01%
49,117
+46,337
693
$6.67M 0.01%
24,782
+2,447
694
$6.63M 0.01%
132,689
-150,122
695
$6.63M 0.01%
278,413
+233,380
696
$6.59M 0.01%
50,685
-7,181
697
$6.5M 0.01%
67,546
-310,697
698
$6.49M 0.01%
38,633
-5,857
699
$6.45M 0.01%
+399,990
700
$6.44M 0.01%
2,301,500
26 27
28
29 30