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
776
$4.14M ﹤0.01%
102,600
+82,047
777
$4.14M ﹤0.01%
28,307
-62,712
778
$4.13M ﹤0.01%
+479,269
779
$4.13M ﹤0.01%
29,340
-25,775
780
$4.12M ﹤0.01%
79,433
-22,970
781
$4.11M ﹤0.01%
522,657
782
$4.02M ﹤0.01%
37,368
+3,133
783
$4M ﹤0.01%
79,478
-7,318
784
$3.99M ﹤0.01%
65,800
785
$3.98M ﹤0.01%
321,949
-15,212
786
$3.94M ﹤0.01%
251,066
-72,034
787
$3.92M ﹤0.01%
297,322
-109,893
788
$3.87M ﹤0.01%
18,883
-1,664
789
$3.85M ﹤0.01%
96,992
+38,526
790
$3.84M ﹤0.01%
107,733
+9,054
791
$3.84M ﹤0.01%
46,178
-36,955
792
$3.8M ﹤0.01%
+389,570
793
$3.8M ﹤0.01%
123,030
794
$3.78M ﹤0.01%
18,705
+673
795
$3.7M ﹤0.01%
53,093
+4,510
796
$3.61M ﹤0.01%
152,386
-7,919
797
$3.61M ﹤0.01%
2,764
-1,891
798
$3.61M ﹤0.01%
17,366
-2,851
799
$3.59M ﹤0.01%
51,060
-15,515
800
$3.58M ﹤0.01%
65,752
+7,368
30 31
32
33 34