Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $118B
1-Year Est. Return 26.33%
This Quarter Est. Return
1 Year Est. Return
+26.33%
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 28.17%
2 Consumer Discretionary 12.47%
3 Financials 11.84%
4 Healthcare 11.71%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$4.13M ﹤0.01%
7,849
-1,156
777
$4.13M ﹤0.01%
71,235
-1,554
778
$4.12M ﹤0.01%
123,030
-12,933
779
$4.1M ﹤0.01%
208,560
+153,211
780
$4.1M ﹤0.01%
139,976
+27,810
781
$4.04M ﹤0.01%
58,108
-56,594
782
$4M ﹤0.01%
34,533
-1,194
783
$3.98M ﹤0.01%
201,179
+27,094
784
$3.95M ﹤0.01%
369,013
-140,987
785
$3.95M ﹤0.01%
+87,733
786
$3.92M ﹤0.01%
68,465
+4,495
787
$3.91M ﹤0.01%
72,744
+4,740
788
$3.91M ﹤0.01%
+90,329
789
$3.91M ﹤0.01%
63,544
-16,700
790
$3.89M ﹤0.01%
7,235
-4,181
791
$3.87M ﹤0.01%
57,262
-4,464
792
$3.86M ﹤0.01%
80,099
+33,996
793
$3.85M ﹤0.01%
109,973
-14,809
794
$3.82M ﹤0.01%
28,402
-24
795
$3.82M ﹤0.01%
113,684
+105,589
796
$3.77M ﹤0.01%
45,253
-54,537
797
$3.75M ﹤0.01%
127,306
-218,067
798
$3.72M ﹤0.01%
205,507
+968
799
$3.71M ﹤0.01%
70,264
-4,118
800
$3.71M ﹤0.01%
159,355
-818,581
30 31
32
33 34