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
776
$3.54M ﹤0.01%
154,227
-103,804
777
$3.52M ﹤0.01%
60,584
-247,294
778
$3.52M ﹤0.01%
379,658
+153,942
779
$3.48M ﹤0.01%
31,266
+2,586
780
$3.37M ﹤0.01%
+58,260
781
$3.32M ﹤0.01%
39,386
-7,801
782
$3.31M ﹤0.01%
+93,505
783
$3.3M ﹤0.01%
+154,000
784
$3.3M ﹤0.01%
69,571
+1,606
785
$3.27M ﹤0.01%
36,972
+1,810
786
$3.19M ﹤0.01%
32,111
-8,867
787
$3.19M ﹤0.01%
45,481
+34,160
788
$3.17M ﹤0.01%
7,850
-214
789
$3.16M ﹤0.01%
74,161
+3,435
790
$3.15M ﹤0.01%
+290,000
791
$3.14M ﹤0.01%
56,996
-784,038
792
$3.13M ﹤0.01%
32,613
-94,745
793
$3.09M ﹤0.01%
102,139
+22,697
794
$3.04M ﹤0.01%
28,025
-130
795
$3.01M ﹤0.01%
18,305
+2,272
796
$2.95M ﹤0.01%
259,422
-28,494
797
$2.94M ﹤0.01%
68,265
-97,260
798
$2.92M ﹤0.01%
20,276
-2,722
799
$2.91M ﹤0.01%
164,739
-1,235,728
800
$2.84M ﹤0.01%
101,256
+88,678
30 31
32
33 34