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
101
$212M 0.21%
456,226
+116,320
102
$208M 0.21%
419,793
-1,005
103
$208M 0.21%
1,356,305
+6,542
104
$205M 0.21%
622,840
-79,026
105
$205M 0.21%
1,994,374
+475,429
106
$203M 0.21%
4,893,014
-555,547
107
$203M 0.2%
580,251
-103,351
108
$200M 0.2%
654,614
-811,190
109
$193M 0.2%
1,164,359
+73,813
110
$192M 0.19%
934,280
-74,138
111
$188M 0.19%
1,067,639
-311,036
112
$183M 0.19%
1,689,304
+19,509
113
$176M 0.18%
1,584,352
+84,478
114
$168M 0.17%
1,525,153
+29,306
115
$168M 0.17%
2,466,982
+66,012
116
$168M 0.17%
2,057,434
-59,977
117
$165M 0.17%
1,302,438
-44,657
118
$164M 0.17%
1,154,548
-66,885
119
$161M 0.16%
970,160
-52,612
120
$161M 0.16%
2,540,501
+600,315
121
$160M 0.16%
5,654,850
+369,614
122
$160M 0.16%
3,825,420
-123,438
123
$159M 0.16%
+2,187,788
124
$159M 0.16%
824,793
+423,465
125
$154M 0.16%
1,214,816
-19,638
3 4
5
6 7