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
1026
$576K ﹤0.01%
11,509
-9,445
1027
$570K ﹤0.01%
19,929
1028
$561K ﹤0.01%
15,811
+4,249
1029
$561K ﹤0.01%
2,819
-3,336
1030
$560K ﹤0.01%
39,860
1031
$559K ﹤0.01%
37,025
+12,909
1032
$559K ﹤0.01%
+14,780
1033
$552K ﹤0.01%
15,888
+9,165
1034
$528K ﹤0.01%
18,105
-27,817
1035
$527K ﹤0.01%
13,090
+4,479
1036
$521K ﹤0.01%
7,715
-940
1037
$519K ﹤0.01%
4,258
+132
1038
$517K ﹤0.01%
+11,691
1039
$511K ﹤0.01%
10,477
+362
1040
$506K ﹤0.01%
+28,685
1041
$486K ﹤0.01%
3,388
+1,154
1042
$476K ﹤0.01%
4,662
-252,557
1043
$473K ﹤0.01%
3,464
-1,344
1044
$467K ﹤0.01%
+13,318
1045
$464K ﹤0.01%
6,138
+2,913
1046
$463K ﹤0.01%
2,504
-2,774
1047
$461K ﹤0.01%
4,011
-12,334
1048
$445K ﹤0.01%
22,240
+10,100
1049
$440K ﹤0.01%
27,911
+10,251
1050
$439K ﹤0.01%
16,779
+5,599
40 41
42
43 44