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
101
$166M 0.2%
2,766,959
+92,432
102
$161M 0.19%
4,345,672
+3,541,690
103
$161M 0.19%
408,503
+20,457
104
$157M 0.18%
442,056
+7,267
105
$157M 0.18%
2,973,028
+345,402
106
$157M 0.18%
926,444
+121,535
107
$156M 0.18%
1,221,089
-49,439
108
$155M 0.18%
631,316
-4,909
109
$152M 0.18%
1,226,881
-469,560
110
$149M 0.18%
2,296,395
+2,058,962
111
$149M 0.17%
2,960,021
+123,913
112
$148M 0.17%
519,259
+30,808
113
$146M 0.17%
1,651,519
+33,896
114
$144M 0.17%
430,951
+95,016
115
$143M 0.17%
926,544
+92,372
116
$142M 0.17%
567,396
+47,294
117
$141M 0.17%
697,116
-8,313
118
$139M 0.16%
3,674,938
-143,340
119
$138M 0.16%
1,592,467
-1,302,312
120
$138M 0.16%
431,132
-83,345
121
$138M 0.16%
6,735,239
+1,919,532
122
$135M 0.16%
432,488
+105,269
123
$135M 0.16%
328,652
-72,499
124
$135M 0.16%
368,371
+15,559
125
$134M 0.16%
1,704,349
+83,659
3 4
5
6 7