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
676
$7.92M 0.01%
26,375
-3,591
677
$7.86M 0.01%
62,698
-15,528
678
$7.83M 0.01%
98,161
-27,212
679
$7.83M 0.01%
90,965
-6,487
680
$7.8M 0.01%
+720,808
681
$7.73M 0.01%
+297,858
682
$7.72M 0.01%
13,933
+1,369
683
$7.65M 0.01%
31,295
+1,406
684
$7.63M 0.01%
521,284
-488,335
685
$7.59M 0.01%
121,026
+9,876
686
$7.58M 0.01%
56,117
+23,809
687
$7.58M 0.01%
15,159
-1,149
688
$7.52M 0.01%
154,668
-28,788
689
$7.52M 0.01%
31,136
-3,782
690
$7.51M 0.01%
243,853
+100,792
691
$7.46M 0.01%
1,468,646
-271,708
692
$7.45M 0.01%
30,213
-1,335
693
$7.42M 0.01%
225,715
-4,182
694
$7.18M 0.01%
+390,108
695
$7.17M 0.01%
135,725
-117,762
696
$7.09M 0.01%
138,890
-16,334
697
$7.05M 0.01%
32,299
-51,989
698
$7M 0.01%
143,692
-18,509
699
$6.92M 0.01%
+773,026
700
$6.91M 0.01%
95,142
+15,032
26 27
28
29 30