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
1051
$440K ﹤0.01%
57,986
-66
1052
$438K ﹤0.01%
15,564
-825
1053
$429K ﹤0.01%
60,847
1054
$429K ﹤0.01%
5,457
-1,329
1055
$426K ﹤0.01%
+17,135
1056
$413K ﹤0.01%
2,577
1057
$412K ﹤0.01%
22,939
1058
$409K ﹤0.01%
2,288
-51
1059
$402K ﹤0.01%
70,941
+41,608
1060
$401K ﹤0.01%
+10,305
1061
$396K ﹤0.01%
+1,809
1062
$385K ﹤0.01%
4,147
-4,645
1063
$368K ﹤0.01%
4,847
-2,352
1064
$366K ﹤0.01%
9,751
-1,498,953
1065
$362K ﹤0.01%
8,326
+2,370
1066
$359K ﹤0.01%
5,828
-1,377
1067
$358K ﹤0.01%
28,814
-1,236
1068
$357K ﹤0.01%
12,681
-118,254
1069
$356K ﹤0.01%
22,508
+1,496
1070
$348K ﹤0.01%
11,665
-20,329
1071
$340K ﹤0.01%
6,864
-7,728
1072
$338K ﹤0.01%
2,536
-20,678
1073
$337K ﹤0.01%
+17,964
1074
$334K ﹤0.01%
13,216
-632
1075
$316K ﹤0.01%
98,849
+3,124
41 42
43
44 45