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
1126
$178K ﹤0.01%
+40,948
1127
$176K ﹤0.01%
+40,093
1128
$173K ﹤0.01%
31,295
1129
$156K ﹤0.01%
+10,184
1130
$143K ﹤0.01%
63,864
1131
$138K ﹤0.01%
1,525
-80,229
1132
$136K ﹤0.01%
20,072
-230
1133
$128K ﹤0.01%
+32,317
1134
$125K ﹤0.01%
950
1135
$110K ﹤0.01%
12,865
-2,134
1136
$84.4K ﹤0.01%
+12,409
1137
$81.3K ﹤0.01%
+32,249
1138
$76.5K ﹤0.01%
570
1139
$75.5K ﹤0.01%
1,978
-55,124
1140
$73.1K ﹤0.01%
+10,793
1141
$61.7K ﹤0.01%
1,400
1142
$43.6K ﹤0.01%
10,079
-8
1143
$2.14K ﹤0.01%
135
-277
1144
– –
-11,698
1145
– –
-441,623
1146
– –
-40,099
1147
– –
-24,989
1148
– –
-17,934
1149
– –
-10,043
1150
– –
-2,722
44 45
46
47 48