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
901
$1.67M ﹤0.01%
376,358
-147,086
902
$1.66M ﹤0.01%
22,497
+230
903
$1.65M ﹤0.01%
7,896
+12
904
$1.64M ﹤0.01%
23,615
+17,210
905
$1.58M ﹤0.01%
14,060
-3,251
906
$1.57M ﹤0.01%
14,656
-3,944
907
$1.56M ﹤0.01%
58,745
-110,283
908
$1.55M ﹤0.01%
12,203
+6,943
909
$1.54M ﹤0.01%
+30,030
910
$1.54M ﹤0.01%
9,521
-10,373
911
$1.52M ﹤0.01%
18,274
-47,762
912
$1.51M ﹤0.01%
20,007
-3,419
913
$1.5M ﹤0.01%
257,985
-12,351
914
$1.47M ﹤0.01%
32,917
915
$1.46M ﹤0.01%
41,013
-411
916
$1.46M ﹤0.01%
17,628
-409
917
$1.45M ﹤0.01%
19,145
+2,400
918
$1.43M ﹤0.01%
45,950
-54,709
919
$1.43M ﹤0.01%
9,770
-1,302
920
$1.43M ﹤0.01%
15,761
+1,897
921
$1.42M ﹤0.01%
4,904
+196
922
$1.34M ﹤0.01%
1,096
-245
923
$1.34M ﹤0.01%
164,035
-7,905
924
$1.33M ﹤0.01%
2,301
-252
925
$1.32M ﹤0.01%
6,456
+416
35 36
37
38 39