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
526
$15.1M 0.02%
887,201
+18,467
527
$14.9M 0.02%
199,487
-18,546
528
$14.9M 0.02%
187,463
-101,131
529
$14.7M 0.02%
270,000
+185,000
530
$14.5M 0.02%
41,277
-31,493
531
$14.5M 0.02%
145,170
-7,123
532
$14.4M 0.02%
266,890
+12,718
533
$14.4M 0.02%
177,216
+41,100
534
$14.3M 0.02%
140,778
-53,419
535
$14.2M 0.02%
50,417
+9,550
536
$14.2M 0.02%
236,144
+145,896
537
$14.1M 0.02%
1,362,609
-323,276
538
$14.1M 0.02%
530,743
-26,610
539
$14M 0.02%
117,165
-11,493
540
$13.9M 0.02%
47,512
+43,473
541
$13.9M 0.02%
33,970
+30,197
542
$13.9M 0.02%
111,595
-77,416
543
$13.9M 0.02%
358,486
+6,132
544
$13.8M 0.02%
285,966
-446,135
545
$13.8M 0.02%
52,807
-1,066
546
$13.8M 0.02%
371,354
-34,008
547
$13.7M 0.02%
714,031
-21,657
548
$13.6M 0.02%
324,257
-198,518
549
$13.5M 0.02%
9,522
+6,826
550
$13.5M 0.02%
698,092
+172,239
20 21
22
23 24