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
1001
$741K ﹤0.01%
19,186
-907,210
1002
$741K ﹤0.01%
10,706
-112,648
1003
$734K ﹤0.01%
+10,857
1004
$733K ﹤0.01%
8,313
-811
1005
$725K ﹤0.01%
14,470
-13,512
1006
$722K ﹤0.01%
19,976
-194
1007
$721K ﹤0.01%
9,648
-3,387
1008
$720K ﹤0.01%
15,960
+297
1009
$716K ﹤0.01%
29,709
+530
1010
$711K ﹤0.01%
3,680
+860
1011
$706K ﹤0.01%
9,092
1012
$695K ﹤0.01%
120,376
1013
$694K ﹤0.01%
4,466
+420
1014
$694K ﹤0.01%
4,686
-981
1015
$692K ﹤0.01%
10,729
-300
1016
$655K ﹤0.01%
10,505
-3,346
1017
$654K ﹤0.01%
94,474
+5,650
1018
$652K ﹤0.01%
34,393
+3,838
1019
$648K ﹤0.01%
24,420
-1,242
1020
$646K ﹤0.01%
1,924
+97
1021
$642K ﹤0.01%
4,130
-28
1022
$641K ﹤0.01%
12,902
-766,763
1023
$633K ﹤0.01%
6,204
-4,055
1024
$630K ﹤0.01%
+2,030
1025
$626K ﹤0.01%
23,661
+2,446
39 40
41
42 43