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
276
$53.1M 0.05%
1,441,818
+381,417
277
$52.8M 0.05%
1,367,012
+561,607
278
$52.5M 0.05%
456,404
+89,018
279
$52.4M 0.05%
3,433,325
-253,695
280
$52.1M 0.05%
1,591,707
-34,234
281
$52M 0.05%
598,818
+545,423
282
$51.9M 0.05%
465,537
+409
283
$51.9M 0.05%
990,153
+68,249
284
$51.6M 0.05%
905,574
+215,542
285
$51.2M 0.05%
535,274
+4,509
286
$50.6M 0.05%
190,840
-40,044
287
$50.5M 0.05%
518,700
+12,082
288
$50.5M 0.05%
314,871
+268,270
289
$50.4M 0.05%
485,561
-366,785
290
$49.9M 0.05%
209,277
+29,639
291
$49.9M 0.05%
212,812
-70,403
292
$49.6M 0.05%
100,360
-17,069
293
$49.4M 0.05%
278,312
+157,456
294
$49.3M 0.05%
547,518
+363,871
295
$49.2M 0.05%
110,624
+29,099
296
$49.2M 0.05%
498,697
+286,458
297
$49M 0.05%
470,462
+402,016
298
$48.9M 0.05%
113,230
+2,740
299
$48.7M 0.05%
907,454
+846,776
300
$47.8M 0.05%
723,948
+140,814
10 11
12
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