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
1026
$623K ﹤0.01%
16,635
-405
1027
$616K ﹤0.01%
7,672
+1,000
1028
$614K ﹤0.01%
8,723
-374
1029
$609K ﹤0.01%
2,475
+7
1030
$596K ﹤0.01%
1,334
-19
1031
$592K ﹤0.01%
14,142
-164
1032
$583K ﹤0.01%
7,285
-1,052
1033
$577K ﹤0.01%
3,950
-1,128
1034
$569K ﹤0.01%
19,105
+1,763
1035
$563K ﹤0.01%
18,534
+1,048
1036
$560K ﹤0.01%
17,585
-907
1037
$558K ﹤0.01%
+41,660
1038
$537K ﹤0.01%
7,250
-578
1039
$522K ﹤0.01%
23,500
1040
$509K ﹤0.01%
754
+435
1041
$508K ﹤0.01%
13,566
-67,454
1042
$505K ﹤0.01%
61,414
-1,565
1043
$502K ﹤0.01%
7,749
-19,962
1044
$478K ﹤0.01%
4,526
-45
1045
$467K ﹤0.01%
7,684
-49,945
1046
$462K ﹤0.01%
21,015
-1,007
1047
$458K ﹤0.01%
+9,405
1048
$446K ﹤0.01%
8,822
1049
$443K ﹤0.01%
28,602
+40
1050
$443K ﹤0.01%
36,344
+114
40 41
42
43 44