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
1076
$315K ﹤0.01%
5,365
-6,129
1077
$315K ﹤0.01%
3,720
-51,680
1078
$314K ﹤0.01%
7,893
1079
$313K ﹤0.01%
+988
1080
$305K ﹤0.01%
36,718
-1,069
1081
$303K ﹤0.01%
+10,317
1082
$297K ﹤0.01%
17,722
-29,389
1083
$284K ﹤0.01%
3,736
-309,011
1084
$284K ﹤0.01%
1,615
-53
1085
$281K ﹤0.01%
11,236
-4,308
1086
$280K ﹤0.01%
1,992
-650
1087
$276K ﹤0.01%
5,706
-1,463
1088
$267K ﹤0.01%
+36,170
1089
$265K ﹤0.01%
32,323
1090
$261K ﹤0.01%
24,811
-100,902
1091
$260K ﹤0.01%
29,357
-20,039
1092
$254K ﹤0.01%
1,648
-1,215
1093
$253K ﹤0.01%
4,313
-152
1094
$250K ﹤0.01%
16,780
-31,384
1095
$242K ﹤0.01%
2,081
-533
1096
$242K ﹤0.01%
998
-23,044
1097
$238K ﹤0.01%
+5,526
1098
$237K ﹤0.01%
3,274
-341
1099
$237K ﹤0.01%
12,683
-22,700
1100
$235K ﹤0.01%
+2,186
42 43
44
45 46