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
826
$2.84M ﹤0.01%
44,188
-1,989
827
$2.83M ﹤0.01%
40,024
+2,569
828
$2.76M ﹤0.01%
92,802
-9,337
829
$2.75M ﹤0.01%
4,749
-45
830
$2.74M ﹤0.01%
6,951
-6,237
831
$2.7M ﹤0.01%
16,442
-17
832
$2.68M ﹤0.01%
25,624
-64,352
833
$2.66M ﹤0.01%
17,032
-630
834
$2.65M ﹤0.01%
523,290
835
$2.63M ﹤0.01%
122,532
+5,047
836
$2.62M ﹤0.01%
290,000
837
$2.57M ﹤0.01%
270,309
+36,883
838
$2.56M ﹤0.01%
19,237
-1,243
839
$2.54M ﹤0.01%
26,777
-150
840
$2.54M ﹤0.01%
19,210
+1,729
841
$2.53M ﹤0.01%
+64,503
842
$2.46M ﹤0.01%
132,862
+71,160
843
$2.41M ﹤0.01%
9,824
+1,969
844
$2.4M ﹤0.01%
18,545
-201
845
$2.39M ﹤0.01%
86,925
-1,577
846
$2.39M ﹤0.01%
168,895
+70,705
847
$2.37M ﹤0.01%
40,403
+16,721
848
$2.37M ﹤0.01%
16,377
-19,291
849
$2.37M ﹤0.01%
17,050
+13
850
$2.36M ﹤0.01%
140,605
-1,124
32 33
34
35 36