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
251
$54.9M 0.07%
868,354
+33,849
252
$54.9M 0.07%
1,100,997
+93,931
253
$54.1M 0.07%
1,060,747
+142,821
254
$54.1M 0.07%
316,233
-27,012
255
$54M 0.07%
5,743,331
-703,986
256
$53.8M 0.07%
443,507
+115,706
257
$53.6M 0.07%
5,321,940
+718,004
258
$53.4M 0.07%
574,734
-118,112
259
$52.8M 0.07%
301,634
-47,215
260
$52.7M 0.07%
512,509
-3,793
261
$52.2M 0.07%
551,760
-444
262
$52.1M 0.07%
+633,601
263
$51.8M 0.07%
+876,315
264
$51.6M 0.07%
695,327
+77,811
265
$51.4M 0.07%
62,066
-17,917
266
$51.4M 0.07%
623,357
+168,911
267
$50.3M 0.07%
619,496
+69,103
268
$49.9M 0.06%
3,670,574
+546,400
269
$49.9M 0.06%
650,534
-210,982
270
$49.7M 0.06%
177,771
+60,229
271
$49.5M 0.06%
89,155
+1,118
272
$49.5M 0.06%
630,360
+68,420
273
$49M 0.06%
+331,315
274
$48.9M 0.06%
145,012
+49,531
275
$48.9M 0.06%
380,834
+33,395
9 10
11
12 13