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
$67.2B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$243M
3
+$162M
4
TSLA icon
Tesla
TSLA
+$144M
5
ADBE icon
Adobe
ADBE
+$133M

Top Sells

1
+$604M
2
+$294M
3
+$202M
4
UNP icon
Union Pacific
UNP
+$192M
5
TXN icon
Texas Instruments
TXN
+$190M

Sector Composition

1 Technology 24.82%
2 Consumer Discretionary 14.49%
3 Healthcare 13.62%
4 Financials 12.58%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5.71M 0.01%
53,797
-9,392
702
$5.7M 0.01%
159,571
-10,496
703
$5.67M 0.01%
175,200
-66,880
704
$5.66M 0.01%
258,866
+129,823
705
$5.65M 0.01%
55,842
+48,729
706
$5.65M 0.01%
26,040
+1,090
707
$5.6M 0.01%
68,257
+20,170
708
$5.57M 0.01%
+179,566
709
$5.55M 0.01%
88,888
-29,547
710
$5.51M 0.01%
125,807
711
$5.5M 0.01%
+46,757
712
$5.49M 0.01%
12,808
+83
713
$5.47M 0.01%
287,669
-40,313
714
$5.47M 0.01%
160,020
-349,783
715
$5.47M 0.01%
121,033
+54,960
716
$5.47M 0.01%
119,492
-4,052
717
$5.44M 0.01%
355,711
-32,516
718
$5.43M 0.01%
85,971
-7,998
719
$5.39M 0.01%
40,124
-1,220
720
$5.37M 0.01%
+63,911
721
$5.36M 0.01%
63,137
+17,792
722
$5.33M 0.01%
170,602
-23,010
723
$5.31M 0.01%
34,568
-7,421
724
$5.23M 0.01%
9,592
+373
725
$5.22M 0.01%
191,011
-660,454
27 28
29
30 31