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
426
$24.6M 0.03%
8,794,444
-3,401,030
427
$24.5M 0.03%
324,802
-29,416
428
$24M 0.03%
92,631
+37,948
429
$23.8M 0.03%
521,528
+12,738
430
$23.6M 0.03%
60,655
-5,529
431
$23.4M 0.03%
85,529
-8,123
432
$23.4M 0.03%
551,902
-44,887
433
$23.3M 0.03%
514,855
-65,732
434
$23.1M 0.03%
367,687
+358,272
435
$22.8M 0.03%
3,772,363
+561,300
436
$22.8M 0.03%
345,875
+12,686
437
$22.7M 0.03%
182,640
-1,034,562
438
$22.5M 0.03%
259,515
-99,180
439
$22.4M 0.03%
144,236
+8,418
440
$22.3M 0.03%
221,269
-72,805
441
$22.2M 0.03%
1,092,422
+454,665
442
$22M 0.03%
291,645
-447,693
443
$22M 0.03%
401,898
+27,286
444
$21.8M 0.03%
+440,803
445
$21.8M 0.03%
456,628
+4,683
446
$21.7M 0.03%
478,752
-14,602
447
$21.7M 0.03%
209,915
+170,908
448
$21.6M 0.03%
166,142
-20,688
449
$21.6M 0.03%
275,809
+50,093
450
$21.5M 0.03%
710,486
+32,768
16 17
18
19 20