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
$77.1B
AUM Growth
+$9.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$480M
2
+$347M
3
+$303M
4
META icon
Meta Platforms (Facebook)
META
+$206M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$181M

Top Sells

1
+$131M
2
+$130M
3
+$128M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$122M
5
MS icon
Morgan Stanley
MS
+$108M

Sector Composition

1 Technology 27.23%
2 Consumer Discretionary 14.46%
3 Financials 11.96%
4 Healthcare 11.35%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62.7M 0.08%
+397,263
227
$62.5M 0.08%
3,155,389
-70,064
228
$62.5M 0.08%
421,308
-233,054
229
$62.3M 0.08%
649,137
+227,764
230
$62.1M 0.08%
2,209,513
+183,403
231
$61.1M 0.08%
448,955
-47,073
232
$60.6M 0.08%
1,581,379
-461,056
233
$59.8M 0.08%
1,331,262
-4,021
234
$59.7M 0.08%
1,507,922
-96,541
235
$58.7M 0.08%
2,249,654
+27,634
236
$58.4M 0.08%
487,517
+62,761
237
$58M 0.08%
749,551
-29,139
238
$57.9M 0.08%
2,025,479
+246,253
239
$57.6M 0.07%
2,415,389
-279,265
240
$57.5M 0.07%
381,384
-93,368
241
$57.5M 0.07%
1,103,833
-233,421
242
$57.2M 0.07%
493,879
+13,605
243
$57.2M 0.07%
1,566,334
+1,165,576
244
$56.9M 0.07%
357,029
+24,048
245
$56.3M 0.07%
309,177
-25,527
246
$56.2M 0.07%
656,810
-115,131
247
$56M 0.07%
649,679
-57,306
248
$55.9M 0.07%
158,148
-3,313
249
$55.9M 0.07%
779,823
+209,331
250
$55.1M 0.07%
564,728
+3,929
8 9
10
11 12