Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $132B
1-Year Est. Return 29.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118B
AUM Growth
+$19.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,256
New
Increased
Reduced
Closed

Top Buys

1
+$961M
2
+$436M
3
+$344M
4
NVDA icon
NVIDIA
NVDA
+$339M
5
CRM icon
Salesforce
CRM
+$330M

Top Sells

1
+$474M
2
+$409M
3
+$359M
4
SPOT icon
Spotify
SPOT
+$217M
5
PG icon
Procter & Gamble
PG
+$206M

Sector Composition

1 Technology 30.09%
2 Communication Services 13.6%
3 Financials 13.17%
4 Consumer Discretionary 11.14%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$22.1M 0.02%
807,357
-88,902
477
$22M 0.02%
449,113
-279,922
478
$22M 0.02%
289,923
+131
479
$22M 0.02%
179,069
-6,812
480
$21.8M 0.02%
70,977
+14,912
481
$21.7M 0.02%
595,364
+207,982
482
$21.6M 0.02%
3,120,965
-22,731,352
483
$21.6M 0.02%
586,766
+34,415
484
$21.6M 0.02%
247,151
+1,900
485
$21.4M 0.02%
273,758
+26,203
486
$21.3M 0.02%
352,856
-4,766
487
$21.2M 0.02%
149,397
+84,651
488
$21M 0.02%
116,478
+9,075
489
$20.9M 0.02%
668,745
-7,064
490
$20.8M 0.02%
1,046,889
+160,374
491
$20.7M 0.02%
196,317
-78,446
492
$20.7M 0.02%
265,238
+32,227
493
$20.6M 0.02%
154,656
+36,170
494
$20.6M 0.02%
412,584
+122,928
495
$20.3M 0.02%
122,508
-22,886
496
$20.2M 0.02%
156,126
-73,014
497
$19.9M 0.02%
1,186,992
+771,860
498
$19.9M 0.02%
608,243
-4,284,771
499
$19.6M 0.02%
151,926
+31,186
500
$19.5M 0.02%
347,588
+68,325
18 19
20
21 22