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
51
$353M 0.41%
13,357,367
+251,641
52
$348M 0.41%
2,063,090
-391,409
53
$347M 0.41%
1,292,068
+290,955
54
$340M 0.4%
1,865,771
-27,760
55
$326M 0.38%
775,428
+226,163
56
$307M 0.36%
+25,157,162
57
$277M 0.33%
1,951,912
-76,254
58
$274M 0.32%
1,203,151
+169,255
59
$272M 0.32%
786,109
-65,548
60
$268M 0.32%
951,816
-335,590
61
$268M 0.32%
1,035,513
+30,021
62
$268M 0.32%
2,303,585
-134,846
63
$266M 0.31%
1,515,141
-372,392
64
$265M 0.31%
3,435,567
+2,700,711
65
$262M 0.31%
1,546,447
-205,923
66
$259M 0.3%
3,780,177
+783,818
67
$258M 0.3%
1,632,661
+12,819
68
$248M 0.29%
1,075,160
-16,785
69
$248M 0.29%
1,375,001
-60,434
70
$248M 0.29%
4,572,299
+1,106,383
71
$242M 0.28%
5,770,205
+847,697
72
$241M 0.28%
8,646,533
+830,885
73
$236M 0.28%
2,709,513
+902,285
74
$235M 0.28%
2,017,776
-720,601
75
$234M 0.28%
3,664,569
+540,560
1 2
3
4 5