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
$67.2B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$243M
3
+$162M
4
TSLA icon
Tesla
TSLA
+$144M
5
ADBE icon
Adobe
ADBE
+$133M

Top Sells

1
+$604M
2
+$294M
3
+$202M
4
UNP icon
Union Pacific
UNP
+$192M
5
TXN icon
Texas Instruments
TXN
+$190M

Sector Composition

1 Technology 24.82%
2 Consumer Discretionary 14.49%
3 Healthcare 13.62%
4 Financials 12.58%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$770K ﹤0.01%
1,969
-3
1002
$769K ﹤0.01%
4,456
-56,067
1003
$768K ﹤0.01%
+15,327
1004
$763K ﹤0.01%
3,012
+300
1005
$758K ﹤0.01%
94,784
+16,549
1006
$747K ﹤0.01%
24,514
-13,874
1007
$721K ﹤0.01%
90,445
1008
$719K ﹤0.01%
+11,811
1009
$715K ﹤0.01%
63,477
1010
$704K ﹤0.01%
3,233
-155
1011
$703K ﹤0.01%
11,707
1012
$683K ﹤0.01%
9,358
+118
1013
$679K ﹤0.01%
10,010
1014
$663K ﹤0.01%
4,778
-96,388
1015
$659K ﹤0.01%
27,652
1016
$650K ﹤0.01%
11,822
-5,812
1017
$650K ﹤0.01%
8,164
+12
1018
$649K ﹤0.01%
7,668
1019
$648K ﹤0.01%
30,674
+3,170
1020
$647K ﹤0.01%
31,726
+3,663
1021
$639K ﹤0.01%
25,789
-2,919
1022
$629K ﹤0.01%
8,479
-67,621
1023
$625K ﹤0.01%
15,890
-167,411
1024
$623K ﹤0.01%
150,768
-1
1025
$619K ﹤0.01%
14,426
-11,033
39 40
41
42 43