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
351
$35.2M 0.05%
61,414
-914
352
$35.1M 0.05%
439,700
-51,336
353
$35M 0.05%
132,535
-63,952
354
$34.9M 0.05%
547,994
-222,739
355
$34.9M 0.05%
798,456
+29,595
356
$34.8M 0.05%
5,250,838
+667,166
357
$34.5M 0.04%
104,981
+30,645
358
$34.5M 0.04%
332,421
+264,247
359
$34.1M 0.04%
204,335
-160,734
360
$33.8M 0.04%
170,066
+77,942
361
$33.7M 0.04%
548,088
-78,095
362
$33.4M 0.04%
1,005,360
+41,983
363
$33.3M 0.04%
172,857
-27,304
364
$33.3M 0.04%
1,365,959
-1,301,553
365
$33.1M 0.04%
80,232
+196
366
$32.9M 0.04%
708,984
-181,977
367
$32.8M 0.04%
+484,894
368
$32.8M 0.04%
251,108
-118,704
369
$32.5M 0.04%
1,137,934
+80,473
370
$32.4M 0.04%
1,923,684
-166,220
371
$32.2M 0.04%
245,667
+42,701
372
$31.8M 0.04%
294,238
-20,959
373
$31.8M 0.04%
2,113,166
-80,471
374
$31.6M 0.04%
407,897
-83,448
375
$31.5M 0.04%
200,391
-94,103
13 14
15
16 17