Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $118B
1-Year Est. Return 26.33%
This Quarter Est. Return
1 Year Est. Return
+26.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104B
AUM Growth
+$6.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$586M
2
+$407M
3
+$384M
4
MSFT icon
Microsoft
MSFT
+$322M
5
AMZN icon
Amazon
AMZN
+$319M

Top Sells

1
+$599M
2
+$326M
3
+$302M
4
INTU icon
Intuit
INTU
+$234M
5
LOW icon
Lowe's Companies
LOW
+$191M

Sector Composition

1 Technology 28.73%
2 Consumer Discretionary 13.11%
3 Communication Services 12.44%
4 Financials 12.41%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$437M 0.42%
1,214,877
+149,516
52
$436M 0.42%
1,721,920
+205,327
53
$436M 0.42%
1,465,321
+154,810
54
$431M 0.41%
1,168,731
-515,503
55
$431M 0.41%
2,426,105
-235,739
56
$404M 0.39%
2,424,680
+648,441
57
$396M 0.38%
13,158,243
-1,556,252
58
$390M 0.37%
30,620,351
+162,716
59
$380M 0.36%
983,715
+379,491
60
$379M 0.36%
2,080,724
+53,684
61
$377M 0.36%
3,054,331
+464,719
62
$371M 0.36%
81,528,604
-9,907,895
63
$369M 0.35%
799,208
+131,711
64
$361M 0.35%
4,228,299
+717,666
65
$336M 0.32%
1,218,918
+6,253
66
$332M 0.32%
527,196
+65,569
67
$329M 0.32%
348,714
+70,015
68
$318M 0.3%
505,897
-372,806
69
$313M 0.3%
2,835,609
-147,642
70
$301M 0.29%
11,776,525
+1,809,615
71
$281M 0.27%
970,711
+27,400
72
$273M 0.26%
2,831,862
+183,675
73
$268M 0.26%
84,176
+4,654
74
$267M 0.26%
1,847,350
+282,807
75
$265M 0.25%
1,378,675
+860,554
1 2
3
4 5