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
51
$299M 0.39%
2,028,166
-185,300
52
$299M 0.39%
851,657
+10,259
53
$297M 0.38%
3,164,369
+1,086,125
54
$293M 0.38%
1,893,531
+60,942
55
$282M 0.37%
4,896,099
-673,188
56
$282M 0.37%
2,595,916
+599,377
57
$263M 0.34%
1,752,370
-92,799
58
$262M 0.34%
1,001,113
+99,175
59
$260M 0.34%
2,467,795
-558,278
60
$254M 0.33%
1,619,842
-324,891
61
$244M 0.32%
2,438,431
+28,926
62
$244M 0.32%
4,821,369
-389,146
63
$242M 0.31%
2,189,345
+1,225,973
64
$239M 0.31%
1,272,192
-43,097
65
$229M 0.3%
1,696,441
-56,884
66
$227M 0.29%
1,005,492
+207,098
67
$225M 0.29%
32,140
+963
68
$219M 0.28%
2,344,721
-1,163,128
69
$217M 0.28%
1,091,945
+107,441
70
$212M 0.28%
2,894,779
-1,199,676
71
$212M 0.27%
1,435,435
-61,908
72
$210M 0.27%
701,339
+53,910
73
$199M 0.26%
7,815,648
+628,132
74
$198M 0.26%
3,123,675
+442,950
75
$196M 0.25%
4,480,798
+46,316
1 2
3
4 5