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
151
$107M 0.11%
329,440
-359
152
$107M 0.11%
446,758
+54,028
153
$106M 0.11%
341,112
-50,503
154
$104M 0.11%
5,726,141
+2,128,702
155
$104M 0.1%
847,783
-40,849
156
$103M 0.1%
188,235
+13,420
157
$102M 0.1%
1,528,801
-101,002
158
$102M 0.1%
2,451,470
-39,692
159
$102M 0.1%
519,813
+132,369
160
$102M 0.1%
851,312
-40,715
161
$101M 0.1%
1,795,355
+262,652
162
$99.7M 0.1%
2,618,088
-389,808
163
$98.6M 0.1%
837,475
+173,942
164
$98.1M 0.1%
333,319
+6,076
165
$97.6M 0.1%
402,611
-63,016
166
$97.5M 0.1%
319,107
+80,719
167
$95M 0.1%
309,415
-95,703
168
$94.4M 0.1%
2,759,462
+329,579
169
$94.4M 0.1%
8,918,433
-102,875
170
$93.9M 0.09%
2,060,878
+267,806
171
$92.6M 0.09%
419,340
-3,614
172
$91.6M 0.09%
3,011,580
+319,002
173
$90.9M 0.09%
65,715
+2,590
174
$90.2M 0.09%
1,025,808
+59,265
175
$89.7M 0.09%
3,919,989
+135,861
5 6
7
8 9