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
926
$1.31M ﹤0.01%
4,310
-286
927
$1.29M ﹤0.01%
15,739
+4,995
928
$1.28M ﹤0.01%
16,066
-402
929
$1.28M ﹤0.01%
57,381
+40,762
930
$1.27M ﹤0.01%
25,255
-3,961
931
$1.27M ﹤0.01%
10,444
-782
932
$1.25M ﹤0.01%
1,039
-125
933
$1.23M ﹤0.01%
16,847
-51
934
$1.22M ﹤0.01%
34,741
935
$1.22M ﹤0.01%
10,279
-826
936
$1.21M ﹤0.01%
6,795
+890
937
$1.19M ﹤0.01%
+131,025
938
$1.18M ﹤0.01%
3,253
-7,678
939
$1.17M ﹤0.01%
13,534
-2,005
940
$1.16M ﹤0.01%
17,432
-844
941
$1.15M ﹤0.01%
3,525
+288
942
$1.15M ﹤0.01%
+9,372
943
$1.14M ﹤0.01%
+6,016
944
$1.13M ﹤0.01%
16,792
-2,013
945
$1.11M ﹤0.01%
13,028
+2,131
946
$1.1M ﹤0.01%
376,204
+272,696
947
$1.09M ﹤0.01%
5,345
+2,295
948
$1.09M ﹤0.01%
25,000
949
$1.08M ﹤0.01%
+20,829
950
$1.06M ﹤0.01%
+34,986
36 37
38
39 40