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
1101
$198K ﹤0.01%
1,800
+1,350
1102
$196K ﹤0.01%
1,100
-880
1103
$182K ﹤0.01%
11,623
1104
$180K ﹤0.01%
18,135
+6,737
1105
$172K ﹤0.01%
1,120
+542
1106
$171K ﹤0.01%
+547
1107
$165K ﹤0.01%
389
+139
1108
$152K ﹤0.01%
3,181
+233
1109
$134K ﹤0.01%
972
1110
$123K ﹤0.01%
836
1111
$118K ﹤0.01%
38,775
1112
$90.1K ﹤0.01%
430
-400
1113
$77.2K ﹤0.01%
17,166
+3,154
1114
$69.8K ﹤0.01%
570
-200
1115
$68.4K ﹤0.01%
2,259
+1,068
1116
$68.2K ﹤0.01%
40,600
1117
$60.2K ﹤0.01%
1,400
-2,800
1118
$33.8K ﹤0.01%
1,000
1119
$31.7K ﹤0.01%
+13,924
1120
$25.2K ﹤0.01%
854
1121
$3.8K ﹤0.01%
+56
1122
$701 ﹤0.01%
16
1123
– –
-38,297
1124
– –
-365,656
1125
– –
-50,916
43 44
45
46 47