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
1076
$297K ﹤0.01%
2,241
+214
1077
$296K ﹤0.01%
3,772
+503
1078
$296K ﹤0.01%
16,619
+857
1079
$292K ﹤0.01%
+6,717
1080
$290K ﹤0.01%
16,029
1081
$286K ﹤0.01%
+11,291
1082
$280K ﹤0.01%
2,277
+822
1083
$276K ﹤0.01%
1,548
1084
$257K ﹤0.01%
1,586
-697
1085
$255K ﹤0.01%
33,732
1086
$248K ﹤0.01%
563
-19,533
1087
$245K ﹤0.01%
+2,305
1088
$240K ﹤0.01%
+1,965
1089
$231K ﹤0.01%
1,264
-89
1090
$229K ﹤0.01%
4,800
-165,030
1091
$225K ﹤0.01%
+13,316
1092
$220K ﹤0.01%
7,829
+448
1093
$217K ﹤0.01%
4,571
-1,116
1094
$217K ﹤0.01%
+3,440
1095
$216K ﹤0.01%
+3,765
1096
$215K ﹤0.01%
7,232
+7,090
1097
$202K ﹤0.01%
+3,216
1098
$202K ﹤0.01%
3,334
-1,136
1099
$199K ﹤0.01%
+12,123
1100
$198K ﹤0.01%
21,807
-353,767
42 43
44
45 46