Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $122B
1-Year Est. Return 29.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.27%
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
+$340M
2
+$310M
3
+$256M
4
CRM icon
Salesforce
CRM
+$238M
5
UBER icon
Uber
UBER
+$194M

Top Sells

1
+$333M
2
+$261M
3
+$213M
4
JCI icon
Johnson Controls International
JCI
+$206M
5
ORCL icon
Oracle
ORCL
+$176M

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
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1128
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