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
901
$1.72M ﹤0.01%
26,218
+5,543
902
$1.7M ﹤0.01%
14,544
-53
903
$1.67M ﹤0.01%
20,134
+16,024
904
$1.67M ﹤0.01%
27,972
-2,583
905
$1.65M ﹤0.01%
+7,364
906
$1.64M ﹤0.01%
18,198
-76,029
907
$1.63M ﹤0.01%
14,374
908
$1.62M ﹤0.01%
49,343
-4,968
909
$1.6M ﹤0.01%
48,099
910
$1.58M ﹤0.01%
18,139
+341
911
$1.58M ﹤0.01%
13,004
+1,037
912
$1.57M ﹤0.01%
60,918
+104
913
$1.57M ﹤0.01%
+32,917
914
$1.56M ﹤0.01%
+49,617
915
$1.55M ﹤0.01%
+17,976
916
$1.52M ﹤0.01%
18,826
-1,399
917
$1.51M ﹤0.01%
+29,783
918
$1.49M ﹤0.01%
38,141
+1,642
919
$1.48M ﹤0.01%
4,147
+206
920
$1.46M ﹤0.01%
21,056
-2,974
921
$1.45M ﹤0.01%
17,576
-1,924
922
$1.45M ﹤0.01%
+67,728
923
$1.42M ﹤0.01%
+8,415
924
$1.41M ﹤0.01%
153,322
+14,020
925
$1.41M ﹤0.01%
5,056
+2,054