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
801
$3.58M ﹤0.01%
+176,482
802
$3.53M ﹤0.01%
+192,849
803
$3.46M ﹤0.01%
23,018
-3,587
804
$3.44M ﹤0.01%
109,003
+47,523
805
$3.43M ﹤0.01%
113,897
+109,644
806
$3.41M ﹤0.01%
91,504
807
$3.4M ﹤0.01%
+303,397
808
$3.39M ﹤0.01%
20,440
+3,828
809
$3.39M ﹤0.01%
74,042
-15,343
810
$3.36M ﹤0.01%
28,150
-511
811
$3.36M ﹤0.01%
68,945
-552,219
812
$3.31M ﹤0.01%
81,708
-76,263
813
$3.29M ﹤0.01%
29,735
-97,000
814
$3.27M ﹤0.01%
41,165
+6,791
815
$3.24M ﹤0.01%
67,757
-331
816
$3.23M ﹤0.01%
12,220
-18,662
817
$3.22M ﹤0.01%
6,734
818
$3.18M ﹤0.01%
119,789
-427,051
819
$3.16M ﹤0.01%
183,920
-20,605
820
$3.14M ﹤0.01%
14,123
+8,749
821
$3.14M ﹤0.01%
413,550
822
$3.13M ﹤0.01%
666,461
-371,559
823
$3.12M ﹤0.01%
63,916
-303
824
$3.11M ﹤0.01%
369,013
825
$3.1M ﹤0.01%
+23,596
31 32
33
34 35