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
976
$937K ﹤0.01%
18,951
+4,974
977
$936K ﹤0.01%
16,589
-245
978
$928K ﹤0.01%
10,132
-22,481
979
$927K ﹤0.01%
15,155
-785
980
$917K ﹤0.01%
4,600
-41
981
$916K ﹤0.01%
14,823
-178,998
982
$910K ﹤0.01%
14,000
-82,785
983
$869K ﹤0.01%
19,874
+703
984
$868K ﹤0.01%
8,270
+135
985
$863K ﹤0.01%
13,217
-2,446
986
$833K ﹤0.01%
43,217
-12,959
987
$832K ﹤0.01%
6,483
-2,023
988
$820K ﹤0.01%
13,367
+4,582
989
$818K ﹤0.01%
23,362
+8,079
990
$818K ﹤0.01%
36,502
+2,480
991
$815K ﹤0.01%
7,467
+2,632
992
$805K ﹤0.01%
+104,377
993
$797K ﹤0.01%
216,408
-303,355
994
$778K ﹤0.01%
22,310
+157
995
$776K ﹤0.01%
23,500
996
$753K ﹤0.01%
30,738
-2,801
997
$753K ﹤0.01%
36,500
998
$751K ﹤0.01%
20,265
-830
999
$750K ﹤0.01%
28,595
+5,712
1000
$738K ﹤0.01%
8,476
-211
38 39
40
41 42