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Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $122B
1-Year Est. Return 29.27%
This Fund
S&P 500
This Quarter Est. Return
-2.16%
1 Year Est. Return
+29.27%
3 Year Est. Return
+98.87%
5 Year Est. Return
+131.84%
10 Year Est. Return
+513.68%
AUM
$99.1B
AUM Growth
-$5.32B
Cap. Flow
-$740M
Cap. Flow %
-0.75%
Top 10 Hldgs %
27.72%
Holding
1,277
New
83
Increased
445
Reduced
587
Closed
91

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$927M
2
AVGO icon
Broadcom
AVGO
+$406M
3
BLK icon
Blackrock
BLK
+$362M
4
CARR icon
Carrier Global
CARR
+$224M
5
LRCX icon
Lam Research
LRCX
+$172M

Top Sells

Rank Stock Value
1
MRK icon
Merck
MRK
+$325M
2
TSLA icon
Tesla
TSLA
+$304M
3
GEV icon
GE Vernova
GEV
+$283M
4
NVDA icon
NVIDIA
NVDA
+$280M
5
ZBRA icon
Zebra Technologies
ZBRA
+$277M

Sector Composition

Rank Sector Weight
1 Technology 26.33%
2 Financials 13.48%
3 Communication Services 12.67%
4 Consumer Discretionary 12.01%
5 Healthcare 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRWD icon
226
CrowdStrike
CRWD
$228B
$65.4M 0.07%
742,144
-323,944
-30% -$30.9M
IGLB icon
227
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.78B
$65.3M 0.07%
1,305,150
-22,709
-2% -$1.13M
IWB icon
228
iShares Russell 1000 ETF
IWB
$50.1B
$64.7M 0.07%
212,153
+2,089
+1% +$675K
VTRS icon
229
Viatris
VTRS
$18.6B
$64.2M 0.06%
7,368,335
-1,119,547
-13% -$11.8M
MHK icon
230
Mohawk Industries
MHK
$9.31B
$63.5M 0.06%
556,078
+121,909
+28% +$14.5M
AMT icon
231
American Tower
AMT
$79.5B
$62.7M 0.06%
288,238
-186,087
-39% -$36.5M
WMS icon
232
Advanced Drainage Systems
WMS
$10.8B
$62.4M 0.06%
576,951
+175,939
+44% +$20.5M
ETN icon
233
Eaton
ETN
$178B
$62.3M 0.06%
227,260
-41,943
-16% -$13.1M
BKR icon
234
Baker Hughes
BKR
$64B
$62.1M 0.06%
1,441,369
+651,349
+82% +$29.1M
IEMG icon
235
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$61.8M 0.06%
1,142,592
+106,638
+10% +$5.74M
ESS icon
236
Essex Property Trust
ESS
$18.2B
$61.5M 0.06%
202,781
+5,345
+3% +$1.56M
VMC icon
237
Vulcan Materials
VMC
$36.9B
$61.5M 0.06%
263,498
+75,057
+40% +$19.1M
HAE icon
238
Haemonetics
HAE
$3.98B
$61.3M 0.06%
965,184
+70,645
+8% +$4.8M
TX icon
239
Ternium
TX
$10.8B
$61.1M 0.06%
1,961,224
+1,332,471
+212% +$40.3M
CIEN icon
240
Ciena
CIEN
$54.8B
$60.3M 0.06%
979,529
-258,491
-21% -$20.4M
KMB icon
241
Kimberly-Clark
KMB
$35.8B
$60.2M 0.06%
427,576
-36,477
-8% -$4.92M
AVY icon
242
Avery Dennison
AVY
$13.6B
$59.7M 0.06%
339,769
-38,291
-10% -$7.04M
DOCU
243
DocuSign
DOCU
$11.4B
$59.5M 0.06%
715,278
-109,949
-13% -$9.63M
MTD icon
244
Mettler-Toledo International
MTD
$28.8B
$59.3M 0.06%
50,386
-9,089
-15% -$11.6M
M icon
245
Macy's
M
$6.44B
$59.1M 0.06%
4,706,969
+687,631
+17% +$9.98M
DHR icon
246
Danaher
DHR
$146B
$58.8M 0.06%
285,855
-470,844
-62% -$103M
RYAN icon
247
Ryan Specialty Holdings
RYAN
$10.9B
$58.8M 0.06%
805,637
+63,066
+8% +$4.29M
SWK icon
248
Stanley Black & Decker
SWK
$15.8B
$58.7M 0.06%
764,018
-18,134
-2% -$1.53M
LYB icon
249
LyondellBasell Industries
LYB
$20.7B
$58.5M 0.06%
830,382
-41,192
-5% -$3.1M
IRDM icon
250
Iridium Communications
IRDM
$5.19B
$58.4M 0.06%
2,120,845
-92,667
-4% -$2.72M
8 9
10
11 12

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Schroder Investment Management Group's Q1 2025 Portfolio in Review

As of Q1 2025, Schroder Investment Management Group held 1,277 positions worth $99.1B, down 5.1% from $104B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Schroder Investment Management Group's Q1 2025 filing shows 83 new, 445 increased, 587 reduced and 91 closed positions. Its largest new stake was Arista Networks: 9,143,531 shares worth $708M. The largest sale was Merck, an estimated $325M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 29% a quarter earlier, followed by Financials and Communication Services.

  • Schroder Investment Management Group's largest Q1 2025 buy was Arista Networks: 9,143,531 shares worth $708M.
  • Schroder Investment Management Group added most to Broadcom in Q1 2025, an estimated $406M increase.
  • Schroder Investment Management Group's biggest Q1 2025 reduction was Merck, cutting an estimated $325M.
  • Schroder Investment Management Group fully exited Intra-Cellular Therapies Inc. in Q1 2025, selling an estimated $62M.
  • Schroder Investment Management Group's ten largest holdings make up 28% of its $99.1B portfolio in Q1 2025.
  • Schroder Investment Management Group opened 83 new positions and closed 91 in Q1 2025.
  • Schroder Investment Management Group's portfolio value fell 5.1% quarter-over-quarter to $99.1B.

Based on Schroder Investment Management Group's 13F filing for Q1 2025, filed 13 May 2025.