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
1
$5.62B 5.38%
13,327,049
+764,157
2
$4.6B 4.41%
34,257,095
+2,863,090
3
$4.43B 4.24%
23,396,772
+574,301
4
$3.98B 3.81%
15,891,824
+2,339,445
5
$3.07B 2.94%
13,971,998
+1,451,859
6
$2.52B 2.42%
4,309,806
+490,577
7
$2.1B 2.01%
6,641,045
+646,010
8
$1.71B 1.64%
344,230
-34,039
9
$1.51B 1.45%
6,530,721
+356,841
10
$1.47B 1.41%
6,138,808
+390,413
11
$1.34B 1.28%
1,498,474
+165,808
12
$1.31B 1.26%
6,558,114
-812,852
13
$1.3B 1.25%
1,686,582
+5,369
14
$1.03B 0.99%
1,965,409
+150,002
15
$1.01B 0.97%
2,003,762
-56,468
16
$999M 0.96%
2,989,116
-22,454
17
$950M 0.91%
2,351,851
+1,007,647
18
$916M 0.88%
7,282,156
+2,453,470
19
$900M 0.86%
2,024,046
-152,431
20
$873M 0.84%
1,678,980
+69,885
21
$856M 0.82%
1,912,937
+7,075
22
$796M 0.76%
8,595,864
+1,117,812
23
$792M 0.76%
4,724,935
+142,574
24
$754M 0.72%
443,156
+38,261
25
$716M 0.69%
63,064,552
+3,987,116
1
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