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
851
$2.35M ﹤0.01%
269,687
+10,265
852
$2.31M ﹤0.01%
144,460
+65,502
853
$2.27M ﹤0.01%
37,913
+594
854
$2.27M ﹤0.01%
68,726
+879
855
$2.26M ﹤0.01%
26,306
-263
856
$2.24M ﹤0.01%
23,562
+3,562
857
$2.23M ﹤0.01%
42,841
+12,971
858
$2.22M ﹤0.01%
17,186
-9,514
859
$2.21M ﹤0.01%
31,415
+23,883
860
$2.2M ﹤0.01%
19,575
+3,589
861
$2.11M ﹤0.01%
49,337
+7,351
862
$2.1M ﹤0.01%
19,110
-290
863
$2.07M ﹤0.01%
+8,532
864
$2.07M ﹤0.01%
11,928
+3,674
865
$2.06M ﹤0.01%
56,493
-7,068
866
$2.03M ﹤0.01%
40,434
+4,842
867
$2.02M ﹤0.01%
6,165
+55
868
$2.02M ﹤0.01%
48,099
869
$2.01M ﹤0.01%
45,270
+11,705
870
$1.98M ﹤0.01%
37,825
-30,440
871
$1.98M ﹤0.01%
33,655
-137,628
872
$1.97M ﹤0.01%
30,959
+8,450
873
$1.95M ﹤0.01%
7,294
+198
874
$1.94M ﹤0.01%
+190,824
875
$1.89M ﹤0.01%
51,207
+479
33 34
35
36 37