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
151
$118M 0.11%
801,915
+402,501
152
$113M 0.11%
1,193,827
+40,203
153
$110M 0.11%
940,475
+210,746
154
$108M 0.1%
3,007,896
+659,100
155
$107M 0.1%
1,629,803
-305,622
156
$106M 0.1%
8,487,882
+553,786
157
$105M 0.1%
1,238,020
-257,615
158
$105M 0.1%
1,021,920
-201,593
159
$105M 0.1%
405,118
-29,597
160
$105M 0.1%
282,394
+2,586
161
$104M 0.1%
1,805,893
-15,471
162
$100M 0.1%
174,815
+103,030
163
$99.7M 0.1%
1,451,414
+331,917
164
$99.2M 0.1%
1,563,167
-75,714
165
$98.7M 0.09%
465,627
-439,907
166
$98.1M 0.09%
484,777
+48,196
167
$97.6M 0.09%
459,346
+15,385
168
$97.1M 0.09%
888,632
+277,379
169
$96.8M 0.09%
327,243
+27,184
170
$96.1M 0.09%
892,027
+193,381
171
$95.9M 0.09%
1,532,703
-168,984
172
$95.6M 0.09%
9,021,308
+2,194,403
173
$95.5M 0.09%
566,469
-166,152
174
$94.8M 0.09%
3,784,128
-9,449
175
$93.9M 0.09%
4,387,525
+1,662,157
5 6
7
8 9