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
326
$39.9M 0.05%
197,562
+190,525
327
$39.8M 0.05%
427,217
+42,281
328
$39.7M 0.05%
809,667
+92,461
329
$39.6M 0.05%
930,226
-211,862
330
$39.6M 0.05%
332,354
-114,817
331
$39.6M 0.05%
1,544,509
-306,608
332
$39.5M 0.05%
89,584
+38,534
333
$39.3M 0.05%
1,149,000
+201,924
334
$38.9M 0.05%
302,933
+113,951
335
$38.8M 0.05%
938,530
-266,703
336
$38M 0.05%
176,209
+6,155
337
$37.8M 0.05%
769,957
+340,555
338
$37.3M 0.05%
595,743
-236,999
339
$37.3M 0.05%
365,747
-74,200
340
$37.2M 0.05%
42,344
+8,901
341
$36.7M 0.05%
1,020,339
+174,813
342
$36.6M 0.05%
295,820
+142,623
343
$36.6M 0.05%
716,554
+653,091
344
$36.4M 0.05%
413,302
+76,668
345
$36.3M 0.05%
733,362
+60,262
346
$36.3M 0.05%
1,112,572
+61,788
347
$35.6M 0.05%
362,670
+1,096
348
$35.6M 0.05%
1,538,278
+434,590
349
$35.4M 0.05%
376,534
-76,674
350
$35.2M 0.05%
692,722
+10,809
12 13
14
15 16