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
676
$6.59M 0.01%
62,051
+53,237
677
$6.55M 0.01%
353,256
+309,868
678
$6.53M 0.01%
87,983
-32,714
679
$6.41M 0.01%
111,509
-2,615
680
$6.38M 0.01%
1,958,091
+1,255,700
681
$6.34M 0.01%
+607,589
682
$6.33M 0.01%
11,614
-366
683
$6.31M 0.01%
62,524
-20,912
684
$6.3M 0.01%
296,193
+108,458
685
$6.22M 0.01%
111,306
-134,911
686
$6.18M 0.01%
167,430
+9,213
687
$6.11M 0.01%
84,870
+32,352
688
$6.1M 0.01%
129,380
689
$6.09M 0.01%
111,289
-90,014
690
$6.01M 0.01%
223,130
-93,977
691
$5.93M 0.01%
82,108
+8,386
692
$5.88M 0.01%
82,682
+25,895
693
$5.85M 0.01%
47,559
+43,044
694
$5.85M 0.01%
41,783
-1,848
695
$5.8M 0.01%
93,748
+12,489
696
$5.75M 0.01%
471,944
+21,915
697
$5.68M 0.01%
246,739
-27,728
698
$5.68M 0.01%
163,023
-11,916
699
$5.67M 0.01%
192,738
+1,855
700
$5.63M 0.01%
+91,445
26 27
28
29 30