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
651
$9.06M 0.01%
41,515
-7,081
652
$9.06M 0.01%
37,989
+10,903
653
$9.04M 0.01%
262,748
-121,652
654
$8.92M 0.01%
34,710
-2,529
655
$8.92M 0.01%
135,590
+102,686
656
$8.91M 0.01%
96,299
+72,737
657
$8.86M 0.01%
67,021
+8,832
658
$8.8M 0.01%
143,443
-8,317
659
$8.77M 0.01%
93,845
-338
660
$8.75M 0.01%
+50,004
661
$8.73M 0.01%
46,100
+45,000
662
$8.61M 0.01%
94,275
-11,540
663
$8.44M 0.01%
+116,719
664
$8.41M 0.01%
56,405
-2,153
665
$8.36M 0.01%
532,972
+400,110
666
$8.36M 0.01%
174,148
+7,158
667
$8.34M 0.01%
146,339
+131,759
668
$8.32M 0.01%
55,115
-54,656
669
$8.31M 0.01%
396,283
+319,974
670
$8.3M 0.01%
183,758
-12,364
671
$8.24M 0.01%
43,463
+2,517
672
$8.19M 0.01%
46,188
-6,947
673
$8.15M 0.01%
3,397,695
-334,334
674
$8.14M 0.01%
109,390
-6,488
675
$8.1M 0.01%
38,206
-6,269
25 26
27
28 29