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
26
$556M 0.72%
4,791,661
+367,647
27
$548M 0.71%
16,389,954
+1,039,888
28
$543M 0.7%
868,887
+67,776
29
$529M 0.69%
336,831
-31,423
30
$503M 0.65%
2,958,752
-42,940
31
$484M 0.63%
8,205,606
+2,237,721
32
$480M 0.62%
1,099,748
+111,539
33
$480M 0.62%
+6,390,228
34
$479M 0.62%
1,820,940
+242,098
35
$469M 0.61%
1,887,533
-94,189
36
$433M 0.56%
2,956,063
+306,452
37
$427M 0.55%
26,715,797
+317,241
38
$423M 0.55%
2,454,499
+351,540
39
$401M 0.52%
2,738,377
+2,072,548
40
$385M 0.5%
6,543,132
+1,505,912
41
$384M 0.5%
832,737
-11,544
42
$382M 0.49%
1,287,406
+203,140
43
$377M 0.49%
2,214,247
-585,650
44
$374M 0.48%
5,436,068
+142,446
45
$356M 0.46%
9,886,320
+9,629,673
46
$356M 0.46%
1,026,609
+18,219
47
$340M 0.44%
515,636
+24,115
48
$337M 0.44%
2,583,664
+94,199
49
$327M 0.42%
2,318,388
-867,007
50
$312M 0.41%
13,105,726
-2,111,362
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