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
201
$75.5M 0.09%
1,459,663
-1,045,105
202
$75.4M 0.09%
2,100,351
-604,370
203
$75.4M 0.09%
406,367
-88,873
204
$75.1M 0.09%
631,655
+137,776
205
$75M 0.09%
4,322,393
+1,907,004
206
$74.9M 0.09%
435,812
+54,428
207
$74.7M 0.09%
514,399
-42,644
208
$74.6M 0.09%
831,593
-161,050
209
$74.5M 0.09%
186,670
+41,658
210
$73.9M 0.09%
129,283
-19,319
211
$73.7M 0.09%
202,993
+43,446
212
$73.6M 0.09%
345,317
-49,120
213
$72.3M 0.09%
103,511
-9,326
214
$71.9M 0.08%
559,315
+10,104
215
$71.9M 0.08%
430,806
+9,498
216
$71.8M 0.08%
702,324
+26,558
217
$71.3M 0.08%
+376,049
218
$71M 0.08%
1,435,123
-68,389
219
$70.9M 0.08%
654,872
+223,773
220
$70.4M 0.08%
2,335,397
+309,918
221
$70M 0.08%
1,109,283
+321,402
222
$69.9M 0.08%
353,165
-19,936
223
$69.4M 0.08%
662,600
-43,874
224
$69.3M 0.08%
1,202,881
+99,048
225
$68.8M 0.08%
2,275,495
+11,414
7 8
9
10 11