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
601
$9.98M 0.01%
102,857
+11,300
602
$9.96M 0.01%
70,100
+52,024
603
$9.95M 0.01%
75,535
+17,931
604
$9.84M 0.01%
119,928
-124,780
605
$9.72M 0.01%
619,410
+94,812
606
$9.66M 0.01%
149,943
+7,783
607
$9.5M 0.01%
232,384
+221,385
608
$9.43M 0.01%
37,273
-22,319
609
$9.35M 0.01%
+1,040,530
610
$9.35M 0.01%
84,867
-37,113
611
$9.3M 0.01%
+74,945
612
$9.28M 0.01%
20,481
-2,349
613
$9.28M 0.01%
+111,147
614
$9.26M 0.01%
1,027,733
-1,830,341
615
$9.24M 0.01%
515,668
-246,562
616
$9.21M 0.01%
171,283
-18,625
617
$9.18M 0.01%
85,229
-428
618
$9.11M 0.01%
200,272
+728
619
$9.1M 0.01%
29,118
+7,677
620
$9.06M 0.01%
65,455
+10,062
621
$9.02M 0.01%
308,122
-709,052
622
$8.93M 0.01%
37,654
623
$8.83M 0.01%
182,821
-2,356
624
$8.82M 0.01%
36,175
-73,692
625
$8.79M 0.01%
147,932
+512
23 24
25
26 27