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
626
$8.61M 0.01%
55,634
+1,680
627
$8.59M 0.01%
131,941
-1,849
628
$8.59M 0.01%
253,824
-137,684
629
$8.51M 0.01%
44,475
+36,820
630
$8.5M 0.01%
85,965
+70,255
631
$8.5M 0.01%
26,843
+4,067
632
$8.4M 0.01%
+1,241,500
633
$8.4M 0.01%
222,553
-109,312
634
$8.32M 0.01%
653,979
-160,068
635
$8.28M 0.01%
128,372
-24,987
636
$8.2M 0.01%
354,121
+5,391
637
$8.15M 0.01%
89,976
+582
638
$8.09M 0.01%
2,310,757
-1,198,645
639
$8.06M 0.01%
206,976
-295,354
640
$8.05M 0.01%
62,257
+58,479
641
$7.99M 0.01%
169,830
-36,621
642
$7.95M 0.01%
3,141,306
+507,212
643
$7.88M 0.01%
883,864
-11,232
644
$7.86M 0.01%
136,774
+33,517
645
$7.85M 0.01%
457,287
+332,485
646
$7.83M 0.01%
146,811
-87,245
647
$7.82M 0.01%
33,098
-25,713
648
$7.52M 0.01%
20,096
+426
649
$7.52M 0.01%
+101,131
650
$7.4M 0.01%
674,741
+134,866
24 25
26
27 28