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
126
$133M 0.16%
3,075,513
-1,405,285
127
$133M 0.16%
924,005
-76,874
128
$125M 0.15%
942,528
+190,502
129
$125M 0.15%
604,739
+14,414
130
$124M 0.15%
1,271,730
-81,090
131
$124M 0.15%
1,953,637
-441,562
132
$123M 0.14%
258,455
+10,961
133
$120M 0.14%
96,330
-8,367
134
$118M 0.14%
795,349
+51,652
135
$118M 0.14%
595,678
-64,836
136
$116M 0.14%
925,948
-1,541,847
137
$116M 0.14%
1,584,240
-62,349
138
$116M 0.14%
560,201
-62,489
139
$115M 0.14%
571,975
-71,615
140
$115M 0.14%
1,479,535
+54,355
141
$115M 0.14%
3,326,018
+524,704
142
$112M 0.13%
982,976
+26,842
143
$110M 0.13%
1,662,591
+377,359
144
$110M 0.13%
9,175,517
-1,205,730
145
$108M 0.13%
1,870,360
-49,296
146
$108M 0.13%
1,315,122
+1,039,313
147
$107M 0.13%
877,602
+103,467
148
$106M 0.13%
675,119
-25,848
149
$106M 0.12%
562,870
+120,036
150
$105M 0.12%
363,161
+13,555
4 5
6
7 8