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
801
$3.6M ﹤0.01%
33,773
+1,662
802
$3.58M ﹤0.01%
7,591
-259
803
$3.54M ﹤0.01%
6,772
-1,071
804
$3.53M ﹤0.01%
23,012
+6,639
805
$3.52M ﹤0.01%
56,476
-1,784
806
$3.49M ﹤0.01%
109,391
+95,596
807
$3.44M ﹤0.01%
+58,502
808
$3.43M ﹤0.01%
37,767
-8,413
809
$3.31M ﹤0.01%
41,500
-29,061
810
$3.3M ﹤0.01%
52,997
-23,366
811
$3.28M ﹤0.01%
11,257
-76,878
812
$3.18M ﹤0.01%
+43,394
813
$3.17M ﹤0.01%
100,179
+91,179
814
$3.15M ﹤0.01%
20,624
+348
815
$3.14M ﹤0.01%
38,198
-1,188
816
$3.13M ﹤0.01%
+60,678
817
$3.12M ﹤0.01%
18,663
+358
818
$3.09M ﹤0.01%
58,749
+16,916
819
$3.02M ﹤0.01%
+254,774
820
$3.02M ﹤0.01%
+68,756
821
$3M ﹤0.01%
33,011
+460
822
$2.97M ﹤0.01%
7,234
+2,394
823
$2.97M ﹤0.01%
30,499
+195
824
$2.95M ﹤0.01%
94,411
-58,687
825
$2.91M ﹤0.01%
25,780
-2,245
31 32
33
34 35