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
51
$421M 0.43%
76,291,031
-5,237,573
52
$418M 0.42%
1,704,723
-17,197
53
$413M 0.42%
6,512,123
+3,378,361
54
$399M 0.4%
2,553,617
-53,943
55
$395M 0.4%
642,567
+136,670
56
$387M 0.39%
3,953,481
-165,417
57
$385M 0.39%
13,433,271
+1,656,746
58
$373M 0.38%
1,439,232
-912,619
59
$367M 0.37%
1,382,716
-82,605
60
$367M 0.37%
1,236,806
+17,888
61
$358M 0.36%
3,349,273
+294,942
62
$357M 0.36%
1,560,824
-400,484
63
$353M 0.36%
2,070,833
-9,891
64
$349M 0.35%
+369,090
65
$349M 0.35%
1,402,567
+215,976
66
$329M 0.33%
87,374
+3,198
67
$328M 0.33%
482,558
-44,638
68
$315M 0.32%
1,899,355
+52,005
69
$310M 0.31%
9,875,737
-3,282,506
70
$305M 0.31%
3,475,394
+583,028
71
$304M 0.31%
973,975
+3,264
72
$303M 0.31%
692,255
-106,953
73
$302M 0.31%
15,771,822
+933,097
74
$299M 0.3%
1,130,272
+438,362
75
$292M 0.3%
1,462,505
+327,908
1 2
3
4 5