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
$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
1
$4.99B 5.86%
11,850,382
+73,588
2
$3.12B 3.67%
20,680,059
+487,323
3
$2.84B 3.34%
31,387,830
-248,650
4
$2.04B 2.4%
11,306,860
+720,969
5
$1.93B 2.27%
11,251,411
-281,673
6
$1.72B 2.02%
3,542,847
+268,652
7
$1.65B 1.94%
2,117,963
-66,775
8
$1.49B 1.75%
5,341,416
+134,820
9
$1.39B 1.63%
381,953
-30,869
10
$1.17B 1.37%
8,835,147
+1,290,337
11
$1.11B 1.31%
8,167,322
-1,386,266
12
$1.05B 1.24%
5,247,147
+142,816
13
$960M 1.13%
1,903,346
-97,335
14
$885M 1.04%
1,706,870
+213,472
15
$857M 1.01%
1,475,306
+169,863
16
$810M 0.95%
1,681,887
+16,322
17
$797M 0.94%
2,647,391
+826,451
18
$794M 0.93%
1,307,872
+96,115
19
$714M 0.84%
2,802,345
-48,782
20
$703M 0.83%
15,913,097
-2,362,034
21
$702M 0.83%
1,419,352
-419,820
22
$655M 0.77%
1,246,277
-13,369
23
$635M 0.75%
3,912,592
+956,529
24
$624M 0.73%
16,114,479
-275,475
25
$621M 0.73%
4,688,710
-397,970
1
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