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
701
$5.59M 0.01%
23,170
-6,802
702
$5.56M 0.01%
187,201
+13,009
703
$5.5M 0.01%
31,966
+15,431
704
$5.47M 0.01%
152,279
+970
705
$5.45M 0.01%
1,411,858
-38,300
706
$5.42M 0.01%
38,395
+106
707
$5.41M 0.01%
1,975,112
708
$5.4M 0.01%
306,038
-2,947
709
$5.38M 0.01%
42,373
-8,783
710
$5.37M 0.01%
33,749
+5,414
711
$5.32M 0.01%
+111,595
712
$5.13M 0.01%
89,405
+2,746
713
$5.1M 0.01%
72,621
-5,121
714
$5.03M 0.01%
23,869
-2,389
715
$5.02M 0.01%
13,188
-1,193
716
$4.99M 0.01%
131,295
-106,148
717
$4.97M 0.01%
38,297
-587
718
$4.9M 0.01%
13,495
+269
719
$4.89M 0.01%
454,499
+41,929
720
$4.88M 0.01%
58,671
-701
721
$4.87M 0.01%
34,626
+11,264
722
$4.86M 0.01%
169,511
-4,812
723
$4.85M 0.01%
70,561
-1,031,681
724
$4.76M 0.01%
69,845
-60
725
$4.74M 0.01%
35,668
-26,344
27 28
29
30 31