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
926
$1.4M ﹤0.01%
38,091
+7,062
927
$1.39M ﹤0.01%
9,831
-818
928
$1.39M ﹤0.01%
16,810
-8,335
929
$1.38M ﹤0.01%
31,253
+2,023
930
$1.37M ﹤0.01%
22,102
-3,424
931
$1.36M ﹤0.01%
11,498
+2,546
932
$1.36M ﹤0.01%
5,056
+108
933
$1.35M ﹤0.01%
3,479
-1,216
934
$1.33M ﹤0.01%
15,140
+1,966
935
$1.33M ﹤0.01%
103,841
936
$1.33M ﹤0.01%
18,761
-173
937
$1.33M ﹤0.01%
3,553
+33
938
$1.32M ﹤0.01%
25,611
+1,495
939
$1.32M ﹤0.01%
2,877
-18,099
940
$1.31M ﹤0.01%
3,520
-49,837
941
$1.31M ﹤0.01%
9,381
+653
942
$1.3M ﹤0.01%
+30,783
943
$1.27M ﹤0.01%
16,468
-7,832
944
$1.25M ﹤0.01%
+97,461
945
$1.23M ﹤0.01%
8,440
-39,809
946
$1.2M ﹤0.01%
72,214
-436,868
947
$1.2M ﹤0.01%
6,165
+3,289
948
$1.19M ﹤0.01%
+60,847
949
$1.16M ﹤0.01%
29,579
950
$1.16M ﹤0.01%
74,000