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
926
$1.11M ﹤0.01%
39,055
-81,694
927
$1.1M ﹤0.01%
+74,000
928
$1.09M ﹤0.01%
16,834
-959
929
$1.07M ﹤0.01%
+206,588
930
$1.05M ﹤0.01%
7,814
-285
931
$1.04M ﹤0.01%
9,345
-1,180
932
$1.04M ﹤0.01%
+24,147
933
$1.02M ﹤0.01%
5,278
-861
934
$1.02M ﹤0.01%
3,148
+522
935
$1.01M ﹤0.01%
+8,700
936
$987K ﹤0.01%
+36,500
937
$985K ﹤0.01%
56,176
-21,210
938
$984K ﹤0.01%
17,593
-31,036
939
$980K ﹤0.01%
139,795
-51,182
940
$970K ﹤0.01%
10,415
-1,868
941
$954K ﹤0.01%
13,629
-553
942
$927K ﹤0.01%
4,641
+162
943
$925K ﹤0.01%
4,515
-932
944
$907K ﹤0.01%
3,983
945
$904K ﹤0.01%
20,954
-15,129
946
$904K ﹤0.01%
22,475
-867,628
947
$899K ﹤0.01%
19,171
+1,837
948
$896K ﹤0.01%
5,769
-6,269
949
$893K ﹤0.01%
11,670
-957
950
$889K ﹤0.01%
8,135
36 37
38
39 40