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
576
$12.1M 0.02%
208,044
577
$12M 0.02%
+250,052
578
$11.9M 0.02%
103,192
+1,250
579
$11.9M 0.02%
290,173
-1,829
580
$11.7M 0.02%
1,790,574
-389,887
581
$11.6M 0.02%
130,132
-58,764
582
$11.6M 0.02%
140,405
+57,099
583
$11.4M 0.01%
216,812
-4,346
584
$11.2M 0.01%
74,038
-149,345
585
$11.1M 0.01%
827,099
+346,504
586
$10.9M 0.01%
316,863
+114,757
587
$10.9M 0.01%
171,346
-24,427
588
$10.9M 0.01%
45,352
-29,889
589
$10.8M 0.01%
1,672,732
590
$10.6M 0.01%
62,311
+948
591
$10.5M 0.01%
287,694
-20,089
592
$10.5M 0.01%
77,700
+48,592
593
$10.4M 0.01%
174,650
+4,773
594
$10.4M 0.01%
137,561
+7,402
595
$10.3M 0.01%
+443,494
596
$10.2M 0.01%
135,020
-24,274
597
$10.2M 0.01%
219,064
-1,375
598
$10.1M 0.01%
276,509
+2,156
599
$10.1M 0.01%
+102,807
600
$10.1M 0.01%
47,904
+2,985
22 23
24
25 26