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
576
$13.9M 0.02%
552,653
+123,974
577
$13.8M 0.02%
391,384
+16,308
578
$13.7M 0.02%
284,624
+23,625
579
$13.7M 0.02%
65,942
-144,297
580
$13.7M 0.02%
209,597
+20,462
581
$13.6M 0.02%
84,811
-45,948
582
$13.5M 0.02%
622,794
+218,879
583
$13.4M 0.02%
126,793
+113,393
584
$13.3M 0.02%
717,409
-2,628,008
585
$13.2M 0.02%
+99,647
586
$13.2M 0.02%
+1,018,766
587
$13M 0.02%
225,781
+112,878
588
$13M 0.02%
248,518
-469,082
589
$13M 0.02%
1,967,090
-301,032
590
$13M 0.02%
250,532
-41,967
591
$12.9M 0.02%
456,919
+39,493
592
$12.8M 0.02%
108,440
-23,640
593
$12.6M 0.02%
610,190
+37,382
594
$12.6M 0.02%
331,069
+41,786
595
$12.6M 0.02%
210,792
-1,080
596
$12.5M 0.02%
254,996
+25,238
597
$12.3M 0.02%
415,962
+34,124
598
$12.1M 0.02%
252,082
+37,834
599
$12M 0.02%
397,484
+49,494
600
$12M 0.02%
58,628
-7,304
22 23
24
25 26