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
1176
– –
-15,000
1177
– –
-7,015
1178
– –
-6,650
1179
– –
-868,354
1180
– –
-970
1181
– –
-212,087
1182
– –
-25,097
1183
– –
-950
1184
– –
-4,747,541
1185
– –
-50,417
1186
$0 ﹤0.01%
205,439
1187
– –
-1,790,574
1188
– –
-70,827
1189
– –
-26,843
1190
– –
-12,633
1191
– –
-376
1192
– –
-131,295
44 45 46 47
48