S
Schroders Portfolio holdings
AUM
$185M
1-Year Est. Return
16.04%
1 Year Est. Return
-16.04%
AUM
$178M
AUM Growth
-$167M
(-48%)
Holding
83
Top Sells
| 1 | +$112M | |
| 2 | +$28.2M | |
| 3 | +$23.5M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.68M |
| 5 |
Apple
AAPL
|
+$1.57M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Insulet
PODD
$20.9B
| – | – |
-1,194
|
|
||
77
Raymond James Financial
RJF
$32B
| – | – |
-976
|
|
||
78
Snowflake
SNOW
$76.3B
| – | – |
-409
|
|
||
79
Synopsys
SNPS
$87.5B
| – | – |
-1,289
|
|
||
80
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| – | – |
-277,800
|
|
||
81
Sun Communities
SUI
$15.2B
| – | – |
-1,080
|
|
||
82
Synchrony
SYF
$30.4B
| – | – |
-8,267
|
|
||
83
Tesla
TSLA
$1.63T
| – | – |
-1,503
|
|