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
851
$2.61M ﹤0.01%
+314,785
852
$2.58M ﹤0.01%
20,039
853
$2.54M ﹤0.01%
56,785
-3,942
854
$2.49M ﹤0.01%
4,967
-206
855
$2.47M ﹤0.01%
94,089
-39,799
856
$2.47M ﹤0.01%
52,935
+8,190
857
$2.45M ﹤0.01%
+143,152
858
$2.4M ﹤0.01%
13,048
+441
859
$2.4M ﹤0.01%
79,001
+21,493
860
$2.3M ﹤0.01%
34,548
-69,863
861
$2.28M ﹤0.01%
+118,346
862
$2.28M ﹤0.01%
165,122
-40,948
863
$2.27M ﹤0.01%
85,188
-8,654
864
$2.26M ﹤0.01%
496,100
-23,824
865
$2.25M ﹤0.01%
77,056
-3,184
866
$2.22M ﹤0.01%
18,067
-529
867
$2.22M ﹤0.01%
57,322
+1,998
868
$2.21M ﹤0.01%
155,459
-10,513
869
$2.19M ﹤0.01%
533,111
870
$2.12M ﹤0.01%
+210,826
871
$2.08M ﹤0.01%
20,398
-3,452
872
$2.08M ﹤0.01%
27,140
+19,237
873
$2.07M ﹤0.01%
23,724
+2
874
$2.01M ﹤0.01%
+60,683
875
$2M ﹤0.01%
33,403
-12,465
33 34
35
36 37