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
701
$6.9M 0.01%
105,722
+60,241
702
$6.84M 0.01%
95,187
+3,660
703
$6.83M 0.01%
384,943
-502,258
704
$6.76M 0.01%
147,673
-35,148
705
$6.74M 0.01%
165,579
+103,379
706
$6.65M 0.01%
33,584
+1,618
707
$6.63M 0.01%
95,982
-1,938
708
$6.46M 0.01%
1,241,500
709
$6.45M 0.01%
43,900
+34,354
710
$6.43M 0.01%
114,726
-2,183
711
$6.42M 0.01%
34,708
-216
712
$6.39M 0.01%
81,591
+47,616
713
$6.33M 0.01%
306,206
+126,206
714
$6.33M 0.01%
23,701
+5,401
715
$6.27M 0.01%
108,325
-2,981
716
$6.26M 0.01%
471,670
-274
717
$6.23M 0.01%
72,044
+35,072
718
$6.22M 0.01%
11,083
-531
719
$6.21M 0.01%
101,757
-48,186
720
$6.18M 0.01%
+135,880
721
$6.15M 0.01%
10,015
+802
722
$6.12M 0.01%
255,934
-98,187
723
$6.01M 0.01%
510,000
724
$5.96M 0.01%
177,454
-50,046
725
$5.88M 0.01%
34,157
-469
27 28
29
30 31