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
$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
726
$5.86M 0.01%
92,394
-16,996
727
$5.82M 0.01%
12,734
+11,632
728
$5.79M 0.01%
149,620
-1,146,960
729
$5.75M 0.01%
55,400
-2,328
730
$5.72M 0.01%
229,316
-14,537
731
$5.71M 0.01%
34,280
-5,918
732
$5.67M 0.01%
+483,838
733
$5.64M 0.01%
91,490
-1,089
734
$5.6M 0.01%
+85,348
735
$5.59M 0.01%
163,287
-288,635
736
$5.57M 0.01%
563,332
-15,328
737
$5.54M 0.01%
7,915
+2,320
738
$5.48M 0.01%
23,230
-24,112
739
$5.44M 0.01%
106,948
-7,988
740
$5.37M 0.01%
62,588
-509,495
741
$5.34M 0.01%
146,727
-6,570
742
$5.3M 0.01%
+900,041
743
$5.29M 0.01%
145,595
-746,999
744
$5.23M 0.01%
29,298
-11,657
745
$5.16M ﹤0.01%
4,655
+509
746
$5.1M ﹤0.01%
66,036
-24,929
747
$5.1M ﹤0.01%
19,142
-302
748
$5.02M ﹤0.01%
247,800
+120,494
749
$5.01M ﹤0.01%
196,359
-354,483
750
$4.98M ﹤0.01%
413,550
+178,546
28 29
30
31 32