Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $118B
1-Year Est. Return 26.33%
This Quarter Est. Return
1 Year Est. Return
+26.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.6B
AUM Growth
+$6.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,292
New
Increased
Reduced
Closed

Top Buys

1
+$509M
2
+$432M
3
+$356M
4
GEV icon
GE Vernova
GEV
+$313M
5
UBER icon
Uber
UBER
+$189M

Top Sells

1
+$307M
2
+$282M
3
+$214M
4
ELV icon
Elevance Health
ELV
+$197M
5
HTHT icon
Huazhu Hotels Group
HTHT
+$181M

Sector Composition

1 Technology 28.17%
2 Consumer Discretionary 12.47%
3 Financials 11.84%
4 Healthcare 11.71%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$16.1M 0.02%
611,680
+110,786
552
$16.1M 0.02%
+200,000
553
$16M 0.02%
439,192
+141,467
554
$15.9M 0.02%
234,911
+125,246
555
$15.9M 0.02%
693,763
+602,044
556
$15.9M 0.02%
740,625
+176,700
557
$15.9M 0.02%
909,710
-117,600
558
$15.8M 0.02%
515,297
+7,200
559
$15.8M 0.02%
102,240
-3,348
560
$15.8M 0.02%
266,767
-68,035
561
$15.7M 0.02%
363,606
+24,382
562
$15.7M 0.02%
315,436
+8,409
563
$15.7M 0.02%
31,675
-694
564
$15.6M 0.02%
199,282
+19,081
565
$15.6M 0.02%
166,437
+9,647
566
$15.6M 0.02%
550,842
+2,582
567
$15.4M 0.02%
47,100
-1,851
568
$15.3M 0.02%
142,563
-16,370
569
$15.3M 0.02%
577,563
-116,880
570
$15.3M 0.02%
324,305
+68,820
571
$15.2M 0.02%
273,001
+46,767
572
$15.1M 0.02%
+340,000
573
$15M 0.02%
392,158
+123,176
574
$15M 0.02%
355,611
+70,673
575
$15M 0.02%
152,880
-44,758
21 22
23
24 25