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
$61.4B
AUM Growth
+$4.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,392
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$186M
3
+$129M
4
TX icon
Ternium
TX
+$126M
5
META icon
Meta Platforms (Facebook)
META
+$114M

Top Sells

1
+$529M
2
+$278M
3
+$224M
4
BBD icon
Banco Bradesco
BBD
+$160M
5
DHR icon
Danaher
DHR
+$140M

Sector Composition

1 Consumer Discretionary 18.63%
2 Technology 18.04%
3 Financials 14.55%
4 Healthcare 11.56%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$8.39M 0.01%
57,916
+7,253
677
$8.36M 0.01%
336,212
+10,935
678
$8.32M 0.01%
94,978
-1,500
679
$8.27M 0.01%
179,074
+85,205
680
$8.27M 0.01%
293,772
+14,070
681
$8.18M 0.01%
+171,667
682
$8.13M 0.01%
99,817
-60,856
683
$8.1M 0.01%
+132,935
684
$8.08M 0.01%
1,703,700
+36,190
685
$8.06M 0.01%
+716,416
686
$7.96M 0.01%
177,351
+156,193
687
$7.96M 0.01%
138,580
+118,450
688
$7.91M 0.01%
209,893
-58,675
689
$7.91M 0.01%
51,415
-1,586
690
$7.88M 0.01%
86,347
-70,845
691
$7.86M 0.01%
414,856
-790,051
692
$7.69M 0.01%
166,641
+42,301
693
$7.65M 0.01%
275,170
+122,970
694
$7.61M 0.01%
91,891
-349,662
695
$7.61M 0.01%
82,505
-92,888
696
$7.35M 0.01%
51,696
-281
697
$7.21M 0.01%
60,208
-204,731
698
$7.21M 0.01%
+331,112
699
$7.03M 0.01%
+138,339
700
$7.01M 0.01%
823,007
-1,035,907
26 27
28
29 30