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
901
$1.36M ﹤0.01%
49,745
-7,663
902
$1.35M ﹤0.01%
+6,497
903
$1.35M ﹤0.01%
50,916
+8,486
904
$1.35M ﹤0.01%
8,254
-4,032
905
$1.33M ﹤0.01%
5,329
+2,597
906
$1.33M ﹤0.01%
45,922
+4,768
907
$1.33M ﹤0.01%
14,394
+4,374
908
$1.27M ﹤0.01%
6,155
-16,333
909
$1.27M ﹤0.01%
59,369
-686
910
$1.25M ﹤0.01%
24,736
-562
911
$1.24M ﹤0.01%
+40,100
912
$1.24M ﹤0.01%
29,870
+1,926
913
$1.24M ﹤0.01%
17,184
-2,854
914
$1.21M ﹤0.01%
15,940
-10,179
915
$1.2M ﹤0.01%
9,488
-23
916
$1.2M ﹤0.01%
16,571
-11,219
917
$1.19M ﹤0.01%
15,663
-8,699
918
$1.19M ﹤0.01%
16,261
919
$1.17M ﹤0.01%
26,171
920
$1.15M ﹤0.01%
17,197
-993
921
$1.15M ﹤0.01%
5,049
-104
922
$1.14M ﹤0.01%
2,726
923
$1.13M ﹤0.01%
17,790
+4,252
924
$1.13M ﹤0.01%
4,338
+38
925
$1.11M ﹤0.01%
274,456
-474,355
35 36
37
38 39