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
976
$888K ﹤0.01%
+59,453
977
$877K ﹤0.01%
3,611
-176
978
$861K ﹤0.01%
10,469
-67,473
979
$841K ﹤0.01%
41,122
-13,500
980
$827K ﹤0.01%
14,853
-3,763
981
$821K ﹤0.01%
+20,190
982
$816K ﹤0.01%
24,286
-1,231
983
$814K ﹤0.01%
+9,074
984
$811K ﹤0.01%
+23,683
985
$809K ﹤0.01%
7,631
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$801K ﹤0.01%
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987
$790K ﹤0.01%
1
988
$789K ﹤0.01%
6,573
-8,872
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$778K ﹤0.01%
48,058
-10,242
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$777K ﹤0.01%
55,260
-343,320
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$773K ﹤0.01%
3,942
-78,687
992
$766K ﹤0.01%
17,757
-5,370
993
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+20,536
994
$763K ﹤0.01%
25,741
-6,419
995
$762K ﹤0.01%
26,609
+1,830
996
$759K ﹤0.01%
57,565
997
$755K ﹤0.01%
109,900
998
$749K ﹤0.01%
9,746
+911
999
$746K ﹤0.01%
21,685
-9,364
1000
$745K ﹤0.01%
2,365
-461
38 39
40
41 42