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
451
$24.3M 0.02%
211,274
+25,890
452
$24.3M 0.02%
783,546
-1,095,470
453
$24.2M 0.02%
326,400
+12,487
454
$24.2M 0.02%
176,389
-41,658
455
$24.1M 0.02%
+635,897
456
$24.1M 0.02%
1,047,382
+717,749
457
$23.9M 0.02%
178,000
-5,291
458
$23.7M 0.02%
277,239
+4,560
459
$23.7M 0.02%
564,677
-97,026
460
$23.7M 0.02%
357,435
+44,026
461
$23.6M 0.02%
1,068,649
-116,191
462
$23.5M 0.02%
172,887
-110,290
463
$23.4M 0.02%
365,633
-92,743
464
$23.3M 0.02%
166,697
-7,654
465
$23.2M 0.02%
91,079
+43,891
466
$23M 0.02%
379,267
+149,651
467
$22.8M 0.02%
1,333,493
-3,616,524
468
$22.7M 0.02%
309,695
-13,746
469
$22.7M 0.02%
230,520
-9,902
470
$22.6M 0.02%
6,975,996
+880,272
471
$22.4M 0.02%
116,973
+13,741
472
$22.4M 0.02%
1,441,486
-328,719
473
$22.3M 0.02%
546,527
+79,144
474
$22.3M 0.02%
67,267
-22,286
475
$22.1M 0.02%
1,107,209
-178,900
17 18
19
20 21