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
176
$87.2M 0.09%
621,948
+122,183
177
$86.3M 0.09%
407,632
+9,266
178
$86M 0.09%
426,387
-32,959
179
$85.3M 0.09%
1,260,127
-98,544
180
$83.2M 0.08%
1,040,873
-62,824
181
$82.2M 0.08%
1,232,091
+194,797
182
$81.7M 0.08%
358,327
-126,450
183
$81.3M 0.08%
2,134,558
-100,240
184
$81.2M 0.08%
839,802
-37,914
185
$81.1M 0.08%
2,197,869
-211,560
186
$79.7M 0.08%
807,442
-20,608
187
$79.5M 0.08%
140,614
-85,689
188
$79.3M 0.08%
7,046,904
+6,014
189
$78.5M 0.08%
1,110,999
+23,896
190
$77.9M 0.08%
1,204,202
-71,158
191
$76.5M 0.08%
845,929
-31,952
192
$76.1M 0.08%
520,918
+1,060
193
$75.9M 0.08%
1,698,429
+121,797
194
$74.7M 0.08%
890,142
-29,975
195
$74.6M 0.08%
1,202,644
-248,770
196
$74M 0.07%
1,042,532
-62,596
197
$73.8M 0.07%
2,645,788
+5,144
198
$73.8M 0.07%
1,920,261
+1,095,110
199
$73.6M 0.07%
149,387
-14,241
200
$73.2M 0.07%
940,501
+309,579
6 7
8
9 10