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
901
$1.57M ﹤0.01%
21,835
-149,511
902
$1.57M ﹤0.01%
208,312
-171,346
903
$1.57M ﹤0.01%
23,000
904
$1.56M ﹤0.01%
545,986
-1,764,771
905
$1.56M ﹤0.01%
24,248
-92
906
$1.55M ﹤0.01%
6,865
+1,536
907
$1.54M ﹤0.01%
26,704
+2,122
908
$1.51M ﹤0.01%
38,614
-482
909
$1.5M ﹤0.01%
54,311
-773
910
$1.49M ﹤0.01%
5,550
+1,035
911
$1.49M ﹤0.01%
+6,033
912
$1.45M ﹤0.01%
+137,739
913
$1.44M ﹤0.01%
4,169
+1,021
914
$1.43M ﹤0.01%
6,747
+250
915
$1.43M ﹤0.01%
27,118
-312
916
$1.42M ﹤0.01%
288,726
917
$1.42M ﹤0.01%
57,781
-29,976
918
$1.38M ﹤0.01%
12,116
+446
919
$1.38M ﹤0.01%
26,770
-744
920
$1.38M ﹤0.01%
+26,803
921
$1.37M ﹤0.01%
+1,151
922
$1.34M ﹤0.01%
28,956
-372,942
923
$1.33M ﹤0.01%
+24,127
924
$1.33M ﹤0.01%
6,078
+1,029
925
$1.31M ﹤0.01%
103,841
-8,796
35 36
37
38 39