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
$97.6B
AUM Growth
+$6.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,292
New
Increased
Reduced
Closed

Top Buys

1
+$509M
2
+$432M
3
+$356M
4
GEV icon
GE Vernova
GEV
+$313M
5
UBER icon
Uber
UBER
+$189M

Top Sells

1
+$307M
2
+$282M
3
+$214M
4
ELV icon
Elevance Health
ELV
+$197M
5
HTHT icon
Huazhu Hotels Group
HTHT
+$181M

Sector Composition

1 Technology 28.17%
2 Consumer Discretionary 12.47%
3 Financials 11.84%
4 Healthcare 11.71%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$59.4M 0.06%
165,802
-61,007
252
$58.8M 0.06%
597,814
+417,018
253
$58.6M 0.06%
390,359
-82,867
254
$58.5M 0.06%
1,296,580
-29,394
255
$58.5M 0.06%
572,083
-763,412
256
$57.9M 0.06%
585,434
-103,152
257
$57.8M 0.06%
3,221,360
+79,924
258
$57.6M 0.06%
610,752
+154,306
259
$57.3M 0.06%
399,414
-89,060
260
$57.1M 0.06%
497,253
+133,576
261
$56.9M 0.06%
174,256
+17,390
262
$56.8M 0.06%
794,377
+8,679
263
$56.5M 0.06%
633,749
+505,366
264
$56.4M 0.06%
352,569
+88,969
265
$56.4M 0.06%
54,411
-4,156
266
$56.2M 0.06%
572,875
-91,975
267
$56.1M 0.06%
455,673
+419,970
268
$56M 0.06%
1,121,256
-137,533
269
$55.9M 0.06%
433,422
-193,503
270
$55.7M 0.06%
2,923,667
-100,670
271
$55M 0.06%
1,314,029
-90,892
272
$54.9M 0.06%
2,725,368
+1,497,987
273
$54.5M 0.06%
433,519
-9,917
274
$54.2M 0.06%
221,398
-14,395
275
$53.6M 0.06%
268,816
+84,003
9 10
11
12 13