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
876
$2.13M ﹤0.01%
28,802
-17,247
877
$2.06M ﹤0.01%
74,933
-173,458
878
$2.04M ﹤0.01%
+65,539
879
$2.03M ﹤0.01%
24,530
+10,686
880
$2.03M ﹤0.01%
25,131
+4,262
881
$2.02M ﹤0.01%
11,461
+8,231
882
$2.02M ﹤0.01%
23,537
-87,607
883
$2M ﹤0.01%
6,889
-1,229
884
$1.95M ﹤0.01%
8,161
-122
885
$1.94M ﹤0.01%
11,846
-60,581
886
$1.93M ﹤0.01%
+51,293
887
$1.91M ﹤0.01%
1,216
+77
888
$1.9M ﹤0.01%
49,511
+7,052
889
$1.9M ﹤0.01%
7,219
+2,016
890
$1.89M ﹤0.01%
746,029
-100,974
891
$1.88M ﹤0.01%
40,966
-6,090
892
$1.86M ﹤0.01%
18,081
-5,334
893
$1.84M ﹤0.01%
25,810
-12,200
894
$1.81M ﹤0.01%
85,999
-485
895
$1.77M ﹤0.01%
6,946
+30
896
$1.76M ﹤0.01%
7,497
-8,377
897
$1.75M ﹤0.01%
23,909
-46,418
898
$1.74M ﹤0.01%
59,937
-1,057,174
899
$1.73M ﹤0.01%
1,353
900
$1.73M ﹤0.01%
1,341
34 35
36
37 38