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
301
$44.3M 0.06%
1,904,192
+89,445
302
$43.6M 0.06%
496,015
+170,992
303
$43.5M 0.06%
1,137,050
-173,799
304
$43.3M 0.06%
433,852
+114,344
305
$43.2M 0.06%
1,018,153
-208,782
306
$43.2M 0.06%
1,005,364
-11,234
307
$43.1M 0.06%
96,299
+15,254
308
$42.7M 0.06%
992,536
-394,655
309
$42.7M 0.06%
3,138,558
+102,583
310
$42.4M 0.06%
218,037
-48,109
311
$42.2M 0.05%
166,242
+33,922
312
$42M 0.05%
807,023
-27,209
313
$42M 0.05%
+496,853
314
$41.7M 0.05%
178,887
-29,020
315
$41.3M 0.05%
1,575,683
+213,959
316
$41.3M 0.05%
187,853
+9,848
317
$41M 0.05%
323,909
-46,989
318
$41M 0.05%
283,612
+22,373
319
$40.7M 0.05%
625,515
+79,913
320
$40.7M 0.05%
482,986
-96,004
321
$40.6M 0.05%
391,900
+7,022
322
$40.3M 0.05%
182,037
-2,353
323
$40.3M 0.05%
175,287
-5,217
324
$40.1M 0.05%
2,480,424
-32,883
325
$39.9M 0.05%
484,176
+320,867
11 12
13
14 15