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
726
$4.73M 0.01%
76,363
-35,277
727
$4.72M 0.01%
41,050
-62,854
728
$4.72M 0.01%
185,299
-42,281
729
$4.69M 0.01%
166,713
-67,260
730
$4.69M 0.01%
219,264
-316,556
731
$4.68M 0.01%
+156,000
732
$4.66M 0.01%
523,290
-61,227
733
$4.64M 0.01%
+58,300
734
$4.63M 0.01%
+140,321
735
$4.63M 0.01%
55,841
+6,419
736
$4.63M 0.01%
471,464
-182,380
737
$4.61M 0.01%
199,820
-8,147
738
$4.61M 0.01%
120,605
+491
739
$4.6M 0.01%
9,213
+1,641
740
$4.58M 0.01%
17,629
+1,655
741
$4.56M 0.01%
26,105
+827
742
$4.54M 0.01%
9,708
-771
743
$4.54M 0.01%
153,098
-321,127
744
$4.51M 0.01%
147,398
-36,968
745
$4.49M 0.01%
19,424
+772
746
$4.46M 0.01%
94,908
+6,408
747
$4.41M 0.01%
141,461
748
$4.34M 0.01%
+295,000
749
$4.27M 0.01%
+101,947
750
$4.24M 0.01%
25,190
28 29
30
31 32