Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $118B
1-Year Est. Return 26.33%
This Quarter Est. Return
1 Year Est. Return
+26.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104B
AUM Growth
+$6.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$586M
2
+$407M
3
+$384M
4
MSFT icon
Microsoft
MSFT
+$322M
5
AMZN icon
Amazon
AMZN
+$319M

Top Sells

1
+$599M
2
+$326M
3
+$302M
4
INTU icon
Intuit
INTU
+$234M
5
LOW icon
Lowe's Companies
LOW
+$191M

Sector Composition

1 Technology 28.73%
2 Consumer Discretionary 13.11%
3 Communication Services 12.44%
4 Financials 12.41%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$437K ﹤0.01%
+3,200
1077
$435K ﹤0.01%
+13,848
1078
$434K ﹤0.01%
12,032
-320
1079
$432K ﹤0.01%
22,022
-2,253
1080
$418K ﹤0.01%
+21,012
1081
$416K ﹤0.01%
28,562
+25
1082
$413K ﹤0.01%
2,642
-5,798
1083
$410K ﹤0.01%
2,339
+109
1084
$408K ﹤0.01%
30,050
-1,690
1085
$407K ﹤0.01%
8,822
-11,107
1086
$406K ﹤0.01%
36,230
-206,167
1087
$405K ﹤0.01%
7,169
-742
1088
$400K ﹤0.01%
2,780
+681
1089
$394K ﹤0.01%
7,436
-30,655
1090
$389K ﹤0.01%
2,614
1091
$378K ﹤0.01%
31,295
1092
$377K ﹤0.01%
8,959
-145,817
1093
$369K ﹤0.01%
16,619
1094
$352K ﹤0.01%
+37,787
1095
$350K ﹤0.01%
+95,725
1096
$348K ﹤0.01%
7,374
-11
1097
$348K ﹤0.01%
22,939
1098
$340K ﹤0.01%
4,705
-660
1099
$335K ﹤0.01%
13,057
-92,845
1100
$332K ﹤0.01%
+6,107
42 43
44
45 46