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
176
$89.3M 0.11%
342,801
-180,205
177
$88.3M 0.1%
1,351,824
-3,544,275
178
$87.6M 0.1%
1,302,203
+47,240
179
$87.3M 0.1%
6,247,691
+222,507
180
$87.1M 0.1%
1,840,161
+471,630
181
$87.1M 0.1%
208,288
-24,692
182
$86.3M 0.1%
1,510,783
-688,848
183
$86.3M 0.1%
2,237,084
+128,722
184
$85.9M 0.1%
4,332,158
-233,531
185
$85.6M 0.1%
1,251,587
+984,697
186
$85.5M 0.1%
288,599
-63,422
187
$83M 0.1%
2,298,652
-408,174
188
$81.9M 0.1%
967,448
+347,046
189
$80.8M 0.1%
242,175
+15,296
190
$80.8M 0.1%
940,969
+456,793
191
$80.7M 0.09%
1,931,065
+123,177
192
$78.5M 0.09%
599,901
+208,001
193
$78.3M 0.09%
81,366
+39,022
194
$77.6M 0.09%
375,411
+18,382
195
$77.4M 0.09%
527,336
-350,203
196
$77.1M 0.09%
3,725,837
+412,626
197
$76M 0.09%
589,652
-136,927
198
$75.7M 0.09%
1,539,887
+1,535,806
199
$75.6M 0.09%
391,809
-16,896
200
$75.6M 0.09%
1,502,225
-516,876
6 7
8
9 10