Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $118B
1-Year Est. Return 26.33%
This Quarter Est. Return
1 Year Est. Return
+26.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104B
AUM Growth
+$6.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$586M
2
+$407M
3
+$384M
4
MSFT icon
Microsoft
MSFT
+$322M
5
AMZN icon
Amazon
AMZN
+$319M

Top Sells

1
+$599M
2
+$326M
3
+$302M
4
INTU icon
Intuit
INTU
+$234M
5
LOW icon
Lowe's Companies
LOW
+$191M

Sector Composition

1 Technology 28.73%
2 Consumer Discretionary 13.11%
3 Communication Services 12.44%
4 Financials 12.41%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$153M 0.15%
2,103,820
+185,286
127
$151M 0.14%
26,739,107
+23,576,914
128
$149M 0.14%
1,234,454
+71,996
129
$146M 0.14%
72,367
-12,469
130
$145M 0.14%
1,940,186
+221,349
131
$144M 0.14%
631,876
-17,016
132
$144M 0.14%
339,906
+50,327
133
$142M 0.14%
663,533
-26,427
134
$141M 0.14%
2,400,970
+453,425
135
$138M 0.13%
391,615
+64,282
136
$137M 0.13%
1,819,690
+152,315
137
$136M 0.13%
226,303
+34,314
138
$136M 0.13%
1,167,536
+569,722
139
$136M 0.13%
799,542
-79,372
140
$136M 0.13%
907,189
+211,072
141
$135M 0.13%
1,949,846
+152,306
142
$134M 0.13%
2,435,310
-6,168
143
$129M 0.12%
1,837,021
-47,365
144
$127M 0.12%
254,859
+20,351
145
$127M 0.12%
15,504
-2,895
146
$124M 0.12%
1,118,327
+856,252
147
$122M 0.12%
1,079,490
+80,661
148
$122M 0.12%
571,053
-91,395
149
$120M 0.12%
5,285,236
+2,104,603
150
$119M 0.11%
2,491,162
+768,999
4 5
6
7 8