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
751
$4.96M 0.01%
44,327
+15,131
752
$4.91M 0.01%
61,531
-76,030
753
$4.9M 0.01%
330,783
+6,047
754
$4.87M 0.01%
77,143
+16,559
755
$4.86M 0.01%
120,847
-64,452
756
$4.85M 0.01%
+49,508
757
$4.83M 0.01%
65,064
+776
758
$4.82M 0.01%
131,349
+29,402
759
$4.8M 0.01%
22,502
-1,367
760
$4.77M 0.01%
39,693
-1,357
761
$4.77M 0.01%
819,304
-363,099
762
$4.68M 0.01%
18,525
-899
763
$4.65M 0.01%
58,300
764
$4.64M 0.01%
161,739
-4,974
765
$4.61M 0.01%
17,380
+14,730
766
$4.59M 0.01%
9,596
-112
767
$4.58M 0.01%
93,164
-1,744
768
$4.54M 0.01%
1,975,112
769
$4.51M 0.01%
11,898
+11,216
770
$4.47M 0.01%
+17,274
771
$4.45M 0.01%
25,484
+294
772
$4.45M 0.01%
199,820
773
$4.45M 0.01%
15,225
-7,161
774
$4.43M 0.01%
190,328
-429,082
775
$4.32M 0.01%
+170,956
29 30
31
32 33