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
826
$3.09M ﹤0.01%
+82,700
827
$3.06M ﹤0.01%
19,315
-230
828
$3.05M ﹤0.01%
98,065
-98,294
829
$3.05M ﹤0.01%
200,167
-383,845
830
$3.05M ﹤0.01%
26,182
+7,673
831
$2.86M ﹤0.01%
24,142
832
$2.86M ﹤0.01%
+108,302
833
$2.85M ﹤0.01%
42,083
-7,335
834
$2.85M ﹤0.01%
29,087
+1,831
835
$2.84M ﹤0.01%
+19,235
836
$2.81M ﹤0.01%
10,867
-3,611
837
$2.8M ﹤0.01%
19,330
-514
838
$2.78M ﹤0.01%
242,825
+95,823
839
$2.77M ﹤0.01%
258,257
-13,681
840
$2.76M ﹤0.01%
51,683
+6,552
841
$2.76M ﹤0.01%
45,084
+18
842
$2.75M ﹤0.01%
34,321
-3,748
843
$2.74M ﹤0.01%
40,316
+3,459
844
$2.72M ﹤0.01%
78,853
+8,435
845
$2.69M ﹤0.01%
77,461
+48,100
846
$2.69M ﹤0.01%
82,457
-5,069
847
$2.69M ﹤0.01%
195,751
-65,450
848
$2.64M ﹤0.01%
+73,518
849
$2.64M ﹤0.01%
74,977
-1,524
850
$2.62M ﹤0.01%
34,226
+1,591
32 33
34
35 36