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
401
$27.8M 0.04%
73,123
-10,077
402
$27.7M 0.04%
1,972,752
-45,642
403
$27.5M 0.04%
463,890
-10,561
404
$27.5M 0.04%
822,515
+626,950
405
$27.4M 0.04%
88,135
-22,732
406
$27.3M 0.04%
179,895
+84,918
407
$27.2M 0.04%
1,654,425
-66,684
408
$27.1M 0.04%
1,658,985
+171,500
409
$27M 0.04%
254,251
+3,520
410
$26.8M 0.03%
202,671
+57,504
411
$26.6M 0.03%
1,550,411
-352,785
412
$26.5M 0.03%
257,219
-5,748
413
$26.4M 0.03%
2,160,721
-133,810
414
$26.4M 0.03%
500,787
+3,425
415
$26.1M 0.03%
+2,000,215
416
$26.1M 0.03%
270,417
+141,694
417
$25.8M 0.03%
410,664
+77,909
418
$25.7M 0.03%
211,609
+64,142
419
$25.5M 0.03%
692,004
+8,722
420
$25.5M 0.03%
124,155
+14,904
421
$25.5M 0.03%
128,566
-15,442
422
$25.1M 0.03%
452,988
-20,795
423
$25M 0.03%
1,487,170
-242,777
424
$24.8M 0.03%
234,996
+135,462
425
$24.7M 0.03%
1,424,666
+1,057,305
15 16
17
18 19