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
751
$4.59M ﹤0.01%
66,116
+21,298
752
$4.57M ﹤0.01%
87,290
-4,200
753
$4.57M ﹤0.01%
53,202
-1,232
754
$4.56M ﹤0.01%
25,849
-51,866
755
$4.55M ﹤0.01%
201,283
-9,550
756
$4.53M ﹤0.01%
92,099
-1,614,948
757
$4.49M ﹤0.01%
+87,362
758
$4.49M ﹤0.01%
388,058
+87,122
759
$4.48M ﹤0.01%
262,606
+33,290
760
$4.4M ﹤0.01%
72,402
-3,484
761
$4.33M ﹤0.01%
168,832
+108,838
762
$4.31M ﹤0.01%
291,795
+43,995
763
$4.3M ﹤0.01%
40,044
-77,291
764
$4.29M ﹤0.01%
70,492
765
$4.27M ﹤0.01%
453,843
766
$4.26M ﹤0.01%
53,790
-3,643
767
$4.25M ﹤0.01%
7,305
-610
768
$4.25M ﹤0.01%
60,351
+54,828
769
$4.25M ﹤0.01%
524,082
-26,306
770
$4.23M ﹤0.01%
62,094
+195
771
$4.21M ﹤0.01%
158,662
-74,213
772
$4.21M ﹤0.01%
8,217
-640
773
$4.2M ﹤0.01%
111,106
-99,825
774
$4.2M ﹤0.01%
122,096
-682,168
775
$4.15M ﹤0.01%
236,763
+137,119
29 30
31
32 33