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
451
$21.5M 0.03%
402,545
-222,698
452
$21.4M 0.03%
390,351
-53,759
453
$21.2M 0.03%
376,787
+43,251
454
$21.2M 0.03%
146,915
+40,229
455
$21.1M 0.03%
195,231
+62,230
456
$21M 0.03%
621,709
-45,919
457
$20.9M 0.03%
457,550
+273,950
458
$20.9M 0.03%
96,947
+19,297
459
$20.8M 0.03%
268,672
+215,885
460
$20.6M 0.03%
510,253
-82,164
461
$20.5M 0.03%
137,233
+16,073
462
$20.5M 0.03%
306,757
-9,205
463
$20.3M 0.03%
844,062
+18,146
464
$20.3M 0.03%
212,087
+4,522
465
$20.1M 0.03%
360,225
+176,383
466
$20.1M 0.03%
154,255
+1,251
467
$20M 0.03%
1,542,653
-104,600
468
$20M 0.03%
826,877
-34,987
469
$19.9M 0.03%
44,655
+3,595
470
$19.9M 0.03%
516,065
+508,278
471
$19.6M 0.03%
502,402
-6,480
472
$19.6M 0.03%
180,458
+43,852
473
$19.2M 0.02%
482,536
+350,546
474
$19.2M 0.02%
1,324,650
-69,864
475
$19M 0.02%
1,010,729
+19,794
17 18
19
20 21