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
201
$80.3M 0.08%
519,858
+277,669
202
$80.3M 0.08%
651,821
+42,330
203
$80M 0.08%
2,425,277
+389,980
204
$80M 0.08%
63,125
+9,554
205
$79.7M 0.08%
3,976,961
-485,271
206
$79.5M 0.08%
3,597,439
-771,839
207
$79.3M 0.08%
2,719,355
+2,125,010
208
$79M 0.08%
392,730
+84,752
209
$78.8M 0.08%
1,020,488
-421,330
210
$77.9M 0.07%
2,553,345
-801,574
211
$77.8M 0.07%
1,105,128
-742,740
212
$77.4M 0.07%
1,087,103
-48,133
213
$77.2M 0.07%
698,996
+258,533
214
$77.1M 0.07%
499,765
-94,087
215
$76.8M 0.07%
639,126
-103,160
216
$76.7M 0.07%
2,337,993
-62,378
217
$75.7M 0.07%
825,227
+64,228
218
$74.6M 0.07%
2,993,109
+929,094
219
$74.5M 0.07%
877,881
+134,459
220
$72.6M 0.07%
309,177
+40,361
221
$72.6M 0.07%
59,475
+11,789
222
$72.4M 0.07%
3,114,647
+2,420,884
223
$71.5M 0.07%
1,275,360
+164,492
224
$71M 0.07%
7,040,890
+112,978
225
$70.8M 0.07%
378,060
+96,428
7 8
9
10 11