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
601
$12M 0.02%
90,476
-35,293
602
$11.9M 0.02%
883,236
-24,364
603
$11.8M 0.02%
222,893
+194,358
604
$11.7M 0.02%
644,525
-197,975
605
$11.6M 0.02%
285,597
-278,510
606
$11.6M 0.02%
+955,097
607
$11.6M 0.02%
150,812
+123,801
608
$11.5M 0.02%
41,713
+16,043
609
$11.5M 0.02%
94,225
+24,983
610
$11.4M 0.02%
433,910
+248,615
611
$11.4M 0.02%
343,540
612
$11.2M 0.02%
67,182
+28,291
613
$11.1M 0.02%
100,564
+9,188
614
$11.1M 0.02%
175,125
+158,100
615
$11.1M 0.02%
99,025
-793
616
$11M 0.02%
212,846
+190,126
617
$10.9M 0.02%
86,400
+29,191
618
$10.9M 0.02%
222,732
-4,688
619
$10.9M 0.02%
375,140
-364,264
620
$10.9M 0.02%
152,802
+11,360
621
$10.7M 0.02%
16,810
-28,143
622
$10.7M 0.02%
50,334
+3,771
623
$10.6M 0.02%
196,640
+154,103
624
$10.6M 0.02%
746,501
+654,525
625
$10.6M 0.02%
+200,352
23 24
25
26 27