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
1101
$330K ﹤0.01%
15,544
-456
1102
$328K ﹤0.01%
1,854
-1,182
1103
$327K ﹤0.01%
7,893
-1,011
1104
$326K ﹤0.01%
1,668
-445
1105
$323K ﹤0.01%
4,465
-3,234
1106
$317K ﹤0.01%
+5,956
1107
$314K ﹤0.01%
+14,061
1108
$311K ﹤0.01%
28,675
-23,040
1109
$308K ﹤0.01%
19,902
-1,234
1110
$283K ﹤0.01%
110,927
1111
$276K ﹤0.01%
10,079
-13,425
1112
$275K ﹤0.01%
+59,948
1113
$275K ﹤0.01%
+4,231
1114
$274K ﹤0.01%
24,000
-61,999
1115
$271K ﹤0.01%
3,615
-2,471
1116
$264K ﹤0.01%
7,358
-3,912
1117
$261K ﹤0.01%
4,186
1118
$256K ﹤0.01%
7,068
-6,076
1119
$253K ﹤0.01%
1,205
1120
$250K ﹤0.01%
63,864
1121
$249K ﹤0.01%
+7,248
1122
$247K ﹤0.01%
4,720
-30
1123
$247K ﹤0.01%
+5,182
1124
$243K ﹤0.01%
1,327
-3,823
1125
$231K ﹤0.01%
6,880
43 44
45
46 47