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
701
$6.36M 0.01%
52,268
-2,237
702
$6.29M 0.01%
56,298
-1,062,029
703
$6.22M 0.01%
120,802
-59,000
704
$6.17M 0.01%
103,668
-3,280
705
$6.14M 0.01%
253,109
+33,726
706
$6.14M 0.01%
415,132
-173,089
707
$6.12M 0.01%
26,219
-3,461
708
$6.06M 0.01%
183,220
+19,933
709
$6.04M 0.01%
16,671
+13,318
710
$6.03M 0.01%
129,949
-8,822
711
$5.99M 0.01%
3,608,490
+743,858
712
$5.96M 0.01%
+44,780
713
$5.94M 0.01%
999,484
-274,911
714
$5.93M 0.01%
155,816
-44,928
715
$5.92M 0.01%
17,966
+2,611
716
$5.85M 0.01%
67,105
-45,519
717
$5.77M 0.01%
118,111
-8,299
718
$5.76M 0.01%
12,894
-407
719
$5.73M 0.01%
58,908
-2,819
720
$5.73M 0.01%
18,077
-856
721
$5.7M 0.01%
25,022
+20,316
722
$5.63M 0.01%
+840,433
723
$5.61M 0.01%
2,472,880
+208,698
724
$5.6M 0.01%
50,308
+32,122
725
$5.6M 0.01%
192,372
+35,498
27 28
29
30 31