Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $118B
1-Year Est. Return 26.33%
This Quarter Est. Return
1 Year Est. Return
+26.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104B
AUM Growth
+$6.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$586M
2
+$407M
3
+$384M
4
MSFT icon
Microsoft
MSFT
+$322M
5
AMZN icon
Amazon
AMZN
+$319M

Top Sells

1
+$599M
2
+$326M
3
+$302M
4
INTU icon
Intuit
INTU
+$234M
5
LOW icon
Lowe's Companies
LOW
+$191M

Sector Composition

1 Technology 28.73%
2 Consumer Discretionary 13.11%
3 Communication Services 12.44%
4 Financials 12.41%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$889K ﹤0.01%
26,067
+800
1002
$881K ﹤0.01%
4,706
+1,649
1003
$872K ﹤0.01%
12,825
-286,307
1004
$865K ﹤0.01%
5,078
-338
1005
$864K ﹤0.01%
35,383
-4,002
1006
$861K ﹤0.01%
13,035
-1,846
1007
$812K ﹤0.01%
81,771
1008
$811K ﹤0.01%
+18,637
1009
$797K ﹤0.01%
8,337
-2,026
1010
$793K ﹤0.01%
+14,592
1011
$791K ﹤0.01%
13,851
-14,121
1012
$785K ﹤0.01%
8,757
-3,725
1013
$783K ﹤0.01%
47,111
-91,282
1014
$754K ﹤0.01%
9,124
-2,430
1015
$753K ﹤0.01%
20,170
+8,145
1016
$751K ﹤0.01%
48,164
+76
1017
$746K ﹤0.01%
11,029
+761
1018
$736K ﹤0.01%
+20,553
1019
$721K ﹤0.01%
57,565
1020
$716K ﹤0.01%
25,615
-158,817
1021
$716K ﹤0.01%
+10,043
1022
$713K ﹤0.01%
5,260
+505
1023
$710K ﹤0.01%
25,662
+1,517
1024
$709K ﹤0.01%
4,158
-207
1025
$706K ﹤0.01%
+11,494
39 40
41
42 43