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
801
$2.82M ﹤0.01%
20,480
-7,099
802
$2.82M ﹤0.01%
30,304
+1,041
803
$2.79M ﹤0.01%
16,903
-3,823
804
$2.75M ﹤0.01%
15,679
-195,644
805
$2.7M ﹤0.01%
88,502
-41,197
806
$2.68M ﹤0.01%
37,455
+1,547
807
$2.64M ﹤0.01%
+324,736
808
$2.58M ﹤0.01%
46,619
809
$2.57M ﹤0.01%
+26,700
810
$2.56M ﹤0.01%
141,729
+34,420
811
$2.55M ﹤0.01%
109,251
+93,300
812
$2.54M ﹤0.01%
+288,726
813
$2.54M ﹤0.01%
29,196
+3,067
814
$2.53M ﹤0.01%
117,485
+47,616
815
$2.52M ﹤0.01%
32,551
-10,438
816
$2.51M ﹤0.01%
16,459
-453,670
817
$2.51M ﹤0.01%
4,794
-48
818
$2.46M ﹤0.01%
46,177
-6,245
819
$2.4M ﹤0.01%
17,662
-4,482
820
$2.37M ﹤0.01%
66,149
+1,500
821
$2.36M ﹤0.01%
33,975
+20,788
822
$2.3M ﹤0.01%
37,319
+1,583
823
$2.3M ﹤0.01%
+62,200
824
$2.29M ﹤0.01%
28,476
+2,350
825
$2.29M ﹤0.01%
+12,700
31 32
33
34 35