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
1101
$235K ﹤0.01%
1,180
-261,441
1102
$230K ﹤0.01%
5,912
-6,120
1103
$226K ﹤0.01%
18,228
-36,221
1104
$226K ﹤0.01%
+1,391
1105
$225K ﹤0.01%
21,955
+10,103
1106
$224K ﹤0.01%
16,915
-2,987
1107
$222K ﹤0.01%
8,966
-1,113
1108
$219K ﹤0.01%
6,505
-375
1109
$218K ﹤0.01%
4,626
-1,481
1110
$218K ﹤0.01%
24,533
-4,142
1111
$216K ﹤0.01%
+2,763
1112
$212K ﹤0.01%
11,911
-2,150
1113
$209K ﹤0.01%
+11,691
1114
$208K ﹤0.01%
+13,316
1115
$208K ﹤0.01%
1,162
-43
1116
$207K ﹤0.01%
110,927
1117
$207K ﹤0.01%
1,100
1118
$201K ﹤0.01%
2,995
-116
1119
$196K ﹤0.01%
+12,637
1120
$194K ﹤0.01%
24,000
1121
$188K ﹤0.01%
1,800
-139,932
1122
$187K ﹤0.01%
3,413
+1,913
1123
$186K ﹤0.01%
3,400
-1,320
1124
$184K ﹤0.01%
40,600
1125
$178K ﹤0.01%
3,050
-1,136
43 44
45
46 47