Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $118B
1-Year Est. Return 26.33%
This Quarter Est. Return
1 Year Est. Return
+26.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104B
AUM Growth
+$6.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$586M
2
+$407M
3
+$384M
4
MSFT icon
Microsoft
MSFT
+$322M
5
AMZN icon
Amazon
AMZN
+$319M

Top Sells

1
+$599M
2
+$326M
3
+$302M
4
INTU icon
Intuit
INTU
+$234M
5
LOW icon
Lowe's Companies
LOW
+$191M

Sector Composition

1 Technology 28.73%
2 Consumer Discretionary 13.11%
3 Communication Services 12.44%
4 Financials 12.41%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2.74M ﹤0.01%
32,635
-96,535
852
$2.66M ﹤0.01%
+134,947
853
$2.65M ﹤0.01%
73,002
-14,731
854
$2.63M ﹤0.01%
+76,501
855
$2.61M ﹤0.01%
58,466
856
$2.58M ﹤0.01%
61,202
-185,941
857
$2.58M ﹤0.01%
45,066
-12,196
858
$2.58M ﹤0.01%
93,842
-249
859
$2.57M ﹤0.01%
45,131
+2,820
860
$2.56M ﹤0.01%
+113,620
861
$2.56M ﹤0.01%
20,039
-2,875
862
$2.56M ﹤0.01%
87,526
-11,953
863
$2.55M ﹤0.01%
19,545
-4,293
864
$2.54M ﹤0.01%
16,612
+622
865
$2.52M ﹤0.01%
+93,061
866
$2.47M ﹤0.01%
51,196
-21,548
867
$2.46M ﹤0.01%
5,173
-26,502
868
$2.42M ﹤0.01%
91,504
-147,363
869
$2.42M ﹤0.01%
80,240
-145,475
870
$2.41M ﹤0.01%
44,745
-10,098
871
$2.4M ﹤0.01%
23,388
+5,190
872
$2.39M ﹤0.01%
523,444
-160,011
873
$2.39M ﹤0.01%
59,994
-39,592
874
$2.38M ﹤0.01%
165,972
-2,343,887
875
$2.29M ﹤0.01%
18,037
-4,026
33 34
35
36 37