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
1051
$432K ﹤0.01%
1,286
+126
1052
$414K ﹤0.01%
4,212
1053
$406K ﹤0.01%
23,705
-4,940
1054
$404K ﹤0.01%
14,128
+3,950
1055
$396K ﹤0.01%
3,522
-8,977
1056
$394K ﹤0.01%
+5,908
1057
$391K ﹤0.01%
15,771
+318
1058
$384K ﹤0.01%
5,594
+61
1059
$383K ﹤0.01%
7,116
-180
1060
$376K ﹤0.01%
32,323
1061
$376K ﹤0.01%
7,975
1062
$375K ﹤0.01%
15,510
1063
$370K ﹤0.01%
13,845
-218,539
1064
$359K ﹤0.01%
87,332
+32,970
1065
$343K ﹤0.01%
29,126
-70
1066
$342K ﹤0.01%
6,562
+1,959
1067
$342K ﹤0.01%
+10,519
1068
$339K ﹤0.01%
1,845
+180
1069
$327K ﹤0.01%
6,064
-1,162
1070
$327K ﹤0.01%
63,864
1071
$324K ﹤0.01%
5,727
-2,801
1072
$324K ﹤0.01%
4,780
+232
1073
$316K ﹤0.01%
35,039
1074
$312K ﹤0.01%
28,531
+614
1075
$301K ﹤0.01%
6,286
+279
41 42
43
44 45