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
926
$1.3M ﹤0.01%
72,660
-730
927
$1.28M ﹤0.01%
12,378
+1,963
928
$1.28M ﹤0.01%
+153,769
929
$1.27M ﹤0.01%
4,351
+13
930
$1.26M ﹤0.01%
19,567
-1,007
931
$1.25M ﹤0.01%
172,199
+32,404
932
$1.25M ﹤0.01%
+18,104
933
$1.24M ﹤0.01%
10,245
+900
934
$1.23M ﹤0.01%
26,061
-110
935
$1.22M ﹤0.01%
9,728
+240
936
$1.22M ﹤0.01%
+26,958
937
$1.2M ﹤0.01%
16,273
-298
938
$1.2M ﹤0.01%
16,261
939
$1.19M ﹤0.01%
+4,562
940
$1.18M ﹤0.01%
+27,851
941
$1.18M ﹤0.01%
+967
942
$1.18M ﹤0.01%
10,807
-932
943
$1.16M ﹤0.01%
74,000
944
$1.13M ﹤0.01%
21,028
+7,427
945
$1.13M ﹤0.01%
48,155
-1,590
946
$1.11M ﹤0.01%
+13,572
947
$1.1M ﹤0.01%
16,883
-301
948
$1.09M ﹤0.01%
3,438
+1,154
949
$1.09M ﹤0.01%
+5,583
950
$1.09M ﹤0.01%
21,328
+7,482
36 37
38
39 40