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
726
$5.52M 0.01%
96,077
+10,729
727
$5.48M 0.01%
29,437
+139
728
$5.4M 0.01%
23,431
-5,026
729
$5.34M 0.01%
100,106
730
$5.34M 0.01%
75,718
+21,457
731
$5.25M 0.01%
54,054
+30,666
732
$5.16M 0.01%
50,142
+37,257
733
$5.15M 0.01%
26,017
-782
734
$5.14M 0.01%
37,561
+3,281
735
$5.12M 0.01%
961,884
+533,563
736
$5.1M 0.01%
94,349
-98,990
737
$5.07M 0.01%
129,276
-17,451
738
$4.98M 0.01%
116,607
+90,992
739
$4.98M 0.01%
+158,217
740
$4.98M 0.01%
18,607
-67,722
741
$4.97M 0.01%
84,111
-8,283
742
$4.87M ﹤0.01%
+30,562
743
$4.87M ﹤0.01%
58,877
+5,907
744
$4.8M ﹤0.01%
493,398
-69,934
745
$4.75M ﹤0.01%
+233,597
746
$4.7M ﹤0.01%
87,977
-790,636
747
$4.7M ﹤0.01%
137,221
-39,453
748
$4.69M ﹤0.01%
158,338
-5,558
749
$4.66M ﹤0.01%
233,502
-2,569
750
$4.66M ﹤0.01%
272,882
+4,848
28 29
30
31 32