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
326
$42M 0.04%
82,897
-25,545
327
$41.4M 0.04%
297,472
+128,162
328
$41.4M 0.04%
289,115
-16,394
329
$41.3M 0.04%
4,612,388
+1,826,320
330
$41.3M 0.04%
+810,155
331
$41.2M 0.04%
328,364
-88,656
332
$41.1M 0.04%
2,509,859
-156,477
333
$41M 0.04%
371,900
+29,409
334
$40.9M 0.04%
100,524
+2,006
335
$40.5M 0.04%
79,165
-125,187
336
$40.3M 0.04%
895,022
-6,295
337
$40.2M 0.04%
208,749
+88,717
338
$40.1M 0.04%
941,914
+29,220
339
$39.6M 0.04%
533,186
+5,651
340
$39.5M 0.04%
799,010
-285,813
341
$39.4M 0.04%
1,022,716
+494,086
342
$39.4M 0.04%
91,774
+17,084
343
$39.1M 0.04%
324,484
+375
344
$39.1M 0.04%
734,925
-3,951
345
$38.9M 0.04%
153,195
-37,454
346
$38.9M 0.04%
3,427,525
+523,618
347
$38.8M 0.04%
836,617
+10,087
348
$38.8M 0.04%
337,172
-41,902
349
$38.7M 0.04%
862,707
-90,379
350
$38.1M 0.04%
2,064,015
+606,144