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
726
$5.87M 0.01%
68,034
+49,679
727
$5.82M 0.01%
16,785
-160,324
728
$5.81M 0.01%
189,170
-3,568
729
$5.81M 0.01%
+135,538
730
$5.79M 0.01%
37,026
+3,277
731
$5.75M 0.01%
+443,376
732
$5.72M 0.01%
152,229
-50
733
$5.71M 0.01%
35,375
-26,936
734
$5.7M 0.01%
+135,585
735
$5.63M 0.01%
+97,265
736
$5.56M 0.01%
36,328
+8,474
737
$5.43M 0.01%
19,228
+1,599
738
$5.35M 0.01%
71,345
+1,500
739
$5.33M 0.01%
47,397
+6,654
740
$5.28M 0.01%
52,479
-3,362
741
$5.27M 0.01%
333,512
-777,231
742
$5.26M 0.01%
26,116
+11
743
$5.24M 0.01%
1,403,758
-8,100
744
$5.21M 0.01%
1,040,530
745
$5.21M 0.01%
+50,403
746
$5.21M 0.01%
96,903
+3,155
747
$5.18M 0.01%
95,824
+6,419
748
$5.08M 0.01%
32,382
+1,116
749
$5.05M 0.01%
80,361
-1,747
750
$5.01M 0.01%
115,658
+72,658
28 29
30
31 32