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
651
$7.35M 0.01%
+227,500
652
$7.34M 0.01%
100,409
+18,062
653
$7.31M 0.01%
1,182,403
-55,096
654
$7.3M 0.01%
11,574
+1,469
655
$7.24M 0.01%
97,920
+87,445
656
$7.24M 0.01%
+510,000
657
$7.22M 0.01%
32,032
+2,950
658
$7.15M 0.01%
82,664
-33,869
659
$7.07M 0.01%
87,087
+3,305
660
$7.06M 0.01%
100,202
-21,729
661
$7.03M 0.01%
116,909
+33,812
662
$6.99M 0.01%
287,133
-24,467
663
$6.99M 0.01%
12,037
-66
664
$6.97M 0.01%
113,986
+13,183
665
$6.97M 0.01%
194,941
-8,945
666
$6.96M 0.01%
193,667
-114,684
667
$6.94M 0.01%
200,886
-1,024
668
$6.84M 0.01%
91,527
+14,498
669
$6.82M 0.01%
22,386
-6,975
670
$6.79M 0.01%
31,803
-3,592
671
$6.78M 0.01%
+92,236
672
$6.76M 0.01%
53,282
-15,284
673
$6.74M 0.01%
48,644
-102,942
674
$6.73M 0.01%
186,087
+64,989
675
$6.61M 0.01%
96,785
+14,000
25 26
27
28 29