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
$61.4B
AUM Growth
+$4.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,392
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$186M
3
+$129M
4
TX icon
Ternium
TX
+$126M
5
META icon
Meta Platforms (Facebook)
META
+$114M

Top Sells

1
+$529M
2
+$278M
3
+$224M
4
BBD icon
Banco Bradesco
BBD
+$160M
5
DHR icon
Danaher
DHR
+$140M

Sector Composition

1 Consumer Discretionary 18.63%
2 Technology 18.04%
3 Financials 14.55%
4 Healthcare 11.56%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$19.2M 0.03%
226,116
-115,396
502
$19.2M 0.03%
1,116,588
-18,732
503
$19.2M 0.03%
415,790
+60,483
504
$19.1M 0.03%
593,956
+526,805
505
$19M 0.03%
382,030
+28,553
506
$18.9M 0.03%
503,084
-342,308
507
$18.9M 0.03%
291,894
+28,000
508
$18.7M 0.03%
722,287
-1,592,736
509
$18.5M 0.03%
169,555
+55,055
510
$18.4M 0.03%
164,455
+82,252
511
$18.4M 0.03%
361,457
+71,315
512
$18.3M 0.03%
445,265
-188,207
513
$18.3M 0.03%
724,573
-293,498
514
$18.2M 0.03%
189,535
+63,338
515
$18.1M 0.03%
154,816
+10,096
516
$18M 0.03%
264,876
+21,715
517
$17.9M 0.03%
383,789
-425,069
518
$17.8M 0.03%
+1,093,307
519
$17.6M 0.03%
189,810
+18,810
520
$17.6M 0.03%
841,292
+117,108
521
$17.5M 0.03%
64,191
-266,245
522
$17.5M 0.03%
46,654
-31,821
523
$17.4M 0.03%
249,931
+141,687
524
$17.3M 0.03%
420,350
+412,212
525
$17.3M 0.03%
327,560
+154,664
19 20
21
22 23