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
476
$19M 0.02%
115,111
-4,417
477
$18.8M 0.02%
+50,000
478
$18.7M 0.02%
10,474,283
-186,455
479
$18.6M 0.02%
+655,790
480
$18.6M 0.02%
110,404
-110,174
481
$18.6M 0.02%
1,333,265
+582,440
482
$18.3M 0.02%
18,049
-347
483
$18.2M 0.02%
81,053
+1,065
484
$18.2M 0.02%
155,097
+11,479
485
$18M 0.02%
332,032
-9,825
486
$18M 0.02%
1,310,161
-68,058
487
$18M 0.02%
779,731
-5,264
488
$18M 0.02%
390,032
+376,332
489
$17.9M 0.02%
46,325
-1,504
490
$17.7M 0.02%
183,598
-174,041
491
$17.6M 0.02%
617,977
+34,220
492
$17.6M 0.02%
269,615
-2,730
493
$17.5M 0.02%
509,278
+16,705
494
$17.4M 0.02%
80,182
-5,722
495
$17.4M 0.02%
863,044
+95,970
496
$17.3M 0.02%
82,712
-93,383
497
$17.3M 0.02%
144,350
-3,931
498
$17.2M 0.02%
666,171
-2,165
499
$17.2M 0.02%
+619,327
500
$17.1M 0.02%
+1,110,960
18 19
20
21 22