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
126
$153M 0.15%
873,614
-33,575
127
$151M 0.15%
1,009,766
-37,410
128
$151M 0.15%
360,363
-18,435
129
$149M 0.15%
5,059,147
-221,446
130
$148M 0.15%
1,650,341
-3,483,219
131
$147M 0.15%
1,105,232
+25,742
132
$146M 0.15%
1,555,331
-719,753
133
$146M 0.15%
7,075,857
-1,824,484
134
$145M 0.15%
25,852,317
-886,790
135
$133M 0.13%
2,427,670
+12,941
136
$132M 0.13%
559,863
-72,013
137
$131M 0.13%
258,434
+3,575
138
$126M 0.13%
1,359,270
+165,443
139
$125M 0.13%
597,094
+26,041
140
$123M 0.12%
1,712,499
-124,522
141
$121M 0.12%
456,618
-18,916
142
$118M 0.12%
5,193,011
+1,216,050
143
$116M 0.12%
1,695,797
-408,023
144
$116M 0.12%
171,690
+88,827
145
$114M 0.11%
1,192,331
+507,958
146
$112M 0.11%
3,040,467
+455,932
147
$109M 0.11%
2,807,375
+1,058,376
148
$109M 0.11%
59,330
-13,037
149
$108M 0.11%
1,778,341
-27,552
150
$108M 0.11%
1,253,853
+233,365
4 5
6
7 8