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
501
$17M 0.02%
215,627
-157,758
502
$17M 0.02%
35,624
-10,171
503
$17M 0.02%
75,457
-63,167
504
$16.9M 0.02%
332,068
-64,811
505
$16.8M 0.02%
381,977
-23,498
506
$16.5M 0.02%
752,596
+31,842
507
$16.5M 0.02%
118,658
-16,444
508
$16.4M 0.02%
104,837
+35,546
509
$16.3M 0.02%
212,267
+4,255
510
$16.2M 0.02%
37,730
-44,081
511
$16.1M 0.02%
243,051
+130,093
512
$16M 0.02%
40,250
+10,284
513
$16M 0.02%
1,110,743
-344,624
514
$15.9M 0.02%
33,541
-45,073
515
$15.7M 0.02%
87,858
+51,047
516
$15.7M 0.02%
551,327
+50,902
517
$15.7M 0.02%
+541,973
518
$15.5M 0.02%
320,958
-494,978
519
$15.5M 0.02%
213,075
+184,453
520
$15.4M 0.02%
100,082
-440
521
$15.3M 0.02%
352,644
-82,508
522
$15.3M 0.02%
162,112
-71,206
523
$15.3M 0.02%
310,350
-9,893
524
$15.3M 0.02%
280,029
+66,585
525
$15.2M 0.02%
136,284
-59,092
19 20
21
22 23