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
$97.6B
AUM Growth
+$6.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,292
New
Increased
Reduced
Closed

Top Buys

1
+$509M
2
+$432M
3
+$356M
4
GEV icon
GE Vernova
GEV
+$313M
5
UBER icon
Uber
UBER
+$189M

Top Sells

1
+$307M
2
+$282M
3
+$214M
4
ELV icon
Elevance Health
ELV
+$197M
5
HTHT icon
Huazhu Hotels Group
HTHT
+$181M

Sector Composition

1 Technology 28.16%
2 Consumer Discretionary 12.47%
3 Financials 11.84%
4 Healthcare 11.71%
5 Communication Services 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$10.4M 0.01%
2,864,632
+412,592
627
$10.3M 0.01%
166,846
+52,108
628
$10.3M 0.01%
218,070
-29,025
629
$10.3M 0.01%
113,895
-600
630
$10.3M 0.01%
204,297
631
$10.2M 0.01%
87,854
-7,010
632
$10.2M 0.01%
140,422
-56,495
633
$10.1M 0.01%
+364,677
634
$10.1M 0.01%
61,612
+20,246
635
$9.95M 0.01%
182,865
-174,573
636
$9.94M 0.01%
133,985
+106,032
637
$9.93M 0.01%
33,992
+13,303
638
$9.89M 0.01%
97,065
+18,441
639
$9.88M 0.01%
57,518
-26,268
640
$9.63M 0.01%
60,411
+10,545
641
$9.57M 0.01%
61,252
-17,964
642
$9.51M 0.01%
37,589
+1,193
643
$9.49M 0.01%
677,452
+43,051
644
$9.47M 0.01%
228,514
-56,801
645
$9.46M 0.01%
+53,174
646
$9.46M 0.01%
121,843
+734
647
$9.42M 0.01%
40,955
+39,691
648
$9.4M 0.01%
16,139
-5,607
649
$9.12M 0.01%
135,510
-117,094
650
$9.1M 0.01%
129,449
-100,150
24 25
26
27 28