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
826
$2.25M ﹤0.01%
233,426
-922
827
$2.25M ﹤0.01%
44,635
-74,411
828
$2.22M ﹤0.01%
87,757
-8,626
829
$2.21M ﹤0.01%
17,037
+4,303
830
$2.18M ﹤0.01%
+43,000
831
$2.16M ﹤0.01%
+78,958
832
$2.15M ﹤0.01%
26,569
+3,973
833
$2.14M ﹤0.01%
18,746
-543
834
$2.14M ﹤0.01%
202,162
-405,263
835
$2.13M ﹤0.01%
17,481
-201
836
$2.12M ﹤0.01%
+16,373
837
$2.12M ﹤0.01%
27,505
-4,103
838
$2.1M ﹤0.01%
25,097
-1,206,261
839
$2.1M ﹤0.01%
519,763
+422,270
840
$2.1M ﹤0.01%
63,561
-98,327
841
$2.08M ﹤0.01%
26,927
-3,351
842
$2.07M ﹤0.01%
67,847
-1,212
843
$2.04M ﹤0.01%
1,061,789
+45,404
844
$2.03M ﹤0.01%
60,884
+3,373
845
$2M ﹤0.01%
41,833
+29,112
846
$1.99M ﹤0.01%
+67,500
847
$1.97M ﹤0.01%
19,400
-7,622
848
$1.97M ﹤0.01%
61,421
-17,763
849
$1.95M ﹤0.01%
7,855
-2,685
850
$1.93M ﹤0.01%
+61,702
32 33
34
35 36