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
551
$15.1M 0.02%
+285,823
552
$15.1M 0.02%
287,631
-3,840
553
$15M 0.02%
1,102,700
+38,217
554
$14.9M 0.02%
357,156
+31,454
555
$14.9M 0.02%
192,875
+100,075
556
$14.8M 0.02%
123,170
-77,176
557
$14.7M 0.02%
275,818
+37,001
558
$14.5M 0.02%
3,805
+1,607
559
$14.5M 0.02%
1,998,297
+99,873
560
$14.4M 0.02%
1,948,445
+625,668
561
$14.3M 0.02%
230,713
-892,881
562
$14.3M 0.02%
3,062,013
+779,365
563
$14.2M 0.02%
475,495
+49,040
564
$14.2M 0.02%
280,523
-94,981
565
$14.2M 0.02%
570,163
-35,747
566
$14.1M 0.02%
227,236
+214,354
567
$14.1M 0.02%
223,256
-73,521
568
$14M 0.02%
91,729
+11,772
569
$14M 0.02%
434,463
-94,460
570
$14M 0.02%
291,909
+28,087
571
$14M 0.02%
1,790,916
+1,765,236
572
$14M 0.02%
512,420
+234,543
573
$14M 0.02%
645,695
+257,802
574
$14M 0.02%
2,881,769
+1,128,949
575
$13.9M 0.02%
287,137
+74,108
21 22
23
24 25