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
$61.1B
AUM Growth
+$3.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,421
New
Increased
Reduced
Closed

Top Buys

1
+$179M
2
+$129M
3
+$111M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$109M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

1
+$200M
2
+$182M
3
+$173M
4
QCOM icon
Qualcomm
QCOM
+$162M
5
CHKP icon
Check Point Software Technologies
CHKP
+$152M

Sector Composition

1 Financials 17.53%
2 Technology 16.93%
3 Consumer Discretionary 15.88%
4 Healthcare 10.4%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$888K ﹤0.01%
5,723
1002
$882K ﹤0.01%
22,035
+7,747
1003
$869K ﹤0.01%
13,229
-4,682
1004
$869K ﹤0.01%
46,562
1005
$868K ﹤0.01%
19,011
-1,328
1006
$855K ﹤0.01%
40,088
+6,959
1007
$848K ﹤0.01%
19,331
+6,983
1008
$847K ﹤0.01%
+22,022
1009
$840K ﹤0.01%
25,229
+7,947
1010
$839K ﹤0.01%
10,289
+608
1011
$838K ﹤0.01%
38,725
+13,429
1012
$837K ﹤0.01%
14,300
1013
$837K ﹤0.01%
934
+445
1014
$829K ﹤0.01%
40,219
+3,631
1015
$822K ﹤0.01%
10,215
+2,151
1016
$821K ﹤0.01%
39,248
+36,200
1017
$814K ﹤0.01%
38,171
-224,539
1018
$813K ﹤0.01%
10,750
1019
$799K ﹤0.01%
41,739
+6,085
1020
$793K ﹤0.01%
19,062
-82,158
1021
$791K ﹤0.01%
52,049
+2,600
1022
$789K ﹤0.01%
+18,800
1023
$789K ﹤0.01%
56,430
-32,244
1024
$777K ﹤0.01%
+16,358
1025
$774K ﹤0.01%
32,116
+5,415
39 40
41
42 43