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
951
$1.03M ﹤0.01%
+20,685
952
$1.02M ﹤0.01%
16,753
-178,640
953
$1M ﹤0.01%
545
+83
954
$992K ﹤0.01%
4,398
+355
955
$992K ﹤0.01%
2,210
-351
956
$988K ﹤0.01%
24,431
-19,051
957
$979K ﹤0.01%
6,149
-134
958
$976K ﹤0.01%
13,367
-1,737
959
$965K ﹤0.01%
+17,618
960
$964K ﹤0.01%
3,727
-48
961
$963K ﹤0.01%
655,158
962
$959K ﹤0.01%
48,099
963
$953K ﹤0.01%
15,548
-260
964
$952K ﹤0.01%
2,597
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$944K ﹤0.01%
26,753
966
$940K ﹤0.01%
4,039
-1,515
967
$938K ﹤0.01%
30,136
-1,968
968
$936K ﹤0.01%
19,140
-4,610
969
$925K ﹤0.01%
3,826
-597
970
$922K ﹤0.01%
+62,893
971
$915K ﹤0.01%
4,809
-1,136
972
$908K ﹤0.01%
10,231
-28,203
973
$903K ﹤0.01%
11,436
-11,247
974
$902K ﹤0.01%
22,946
-86,672
975
$889K ﹤0.01%
13,301
-2,430
37 38
39
40 41