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
801
$3.68M ﹤0.01%
4,146
+121
802
$3.66M ﹤0.01%
21,929
+1,362
803
$3.64M ﹤0.01%
256,956
-31,307
804
$3.64M ﹤0.01%
337,039
-37,521
805
$3.6M ﹤0.01%
683,455
+100,788
806
$3.59M ﹤0.01%
200,225
-6,403,455
807
$3.58M ﹤0.01%
89,820
+2,106
808
$3.51M ﹤0.01%
66,868
-579
809
$3.49M ﹤0.01%
22,220
+6,808
810
$3.48M ﹤0.01%
110,850
-47,071
811
$3.47M ﹤0.01%
+17,670
812
$3.44M ﹤0.01%
74,273
+39,092
813
$3.43M ﹤0.01%
37,299
+1,375
814
$3.42M ﹤0.01%
31,342
+1,441
815
$3.41M ﹤0.01%
12,606
+550
816
$3.41M ﹤0.01%
+233,400
817
$3.39M ﹤0.01%
58,466
-54,392
818
$3.35M ﹤0.01%
11,478
+900
819
$3.33M ﹤0.01%
+26,935
820
$3.31M ﹤0.01%
99,479
+7,236
821
$3.3M ﹤0.01%
+68,110
822
$3.29M ﹤0.01%
280,447
823
$3.28M ﹤0.01%
34,398
-4,282
824
$3.18M ﹤0.01%
23,838
+784
825
$3.18M ﹤0.01%
78,909
31 32
33
34 35