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
551
$13.4M 0.02%
102,061
+15,090
552
$13.3M 0.02%
799,202
+404,876
553
$13.3M 0.02%
455,242
+167,373
554
$13.2M 0.02%
193,821
-109,728
555
$13.2M 0.02%
96,390
+35,331
556
$13.2M 0.02%
237,433
-13,225
557
$13M 0.02%
157,450
+2,462
558
$12.9M 0.02%
227,269
-9,972
559
$12.8M 0.02%
124,849
+55,496
560
$12.8M 0.02%
38,913
-42,463
561
$12.8M 0.02%
182,196
-4,050
562
$12.7M 0.02%
295,964
+13,144
563
$12.7M 0.02%
201,004
+48,779
564
$12.7M 0.02%
61,515
+44,619
565
$12.6M 0.02%
119,861
+5,298
566
$12.6M 0.02%
55,265
-21,002
567
$12.6M 0.02%
21,468
-2,238
568
$12.3M 0.02%
405,190
-51,562
569
$12.3M 0.02%
807,134
+19,308
570
$12.3M 0.02%
331,315
-3,977
571
$12.3M 0.02%
+470,769
572
$12.2M 0.02%
1,161,738
-590,857
573
$12.2M 0.02%
44,206
-2,437
574
$12.2M 0.02%
67,971
+198
575
$12.1M 0.02%
235,891
-17,900
21 22
23
24 25