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
1001
$737K ﹤0.01%
18,000
-4,475
1002
$732K ﹤0.01%
9,238
-5,156
1003
$727K ﹤0.01%
+14,287
1004
$709K ﹤0.01%
30,210
-79,041
1005
$702K ﹤0.01%
24,000
1006
$702K ﹤0.01%
17,000
1007
$681K ﹤0.01%
42,113
+12,199
1008
$679K ﹤0.01%
8,362
-3,018
1009
$676K ﹤0.01%
67,260
+21,623
1010
$676K ﹤0.01%
2,494
+49
1011
$670K ﹤0.01%
50,825
+18,679
1012
$669K ﹤0.01%
+8,144
1013
$667K ﹤0.01%
7,860
+2,672
1014
$658K ﹤0.01%
17,749
-37,364
1015
$657K ﹤0.01%
19,275
1016
$638K ﹤0.01%
54,187
+13,809
1017
$634K ﹤0.01%
1
1018
$630K ﹤0.01%
+4,737
1019
$623K ﹤0.01%
17,414
+6,364
1020
$623K ﹤0.01%
9,554
+3,431
1021
$621K ﹤0.01%
13,365
+1,873
1022
$617K ﹤0.01%
3,600
+65
1023
$607K ﹤0.01%
2,413
-1,444
1024
$594K ﹤0.01%
+7,717
1025
$586K ﹤0.01%
51,063
+1,439
39 40
41
42 43