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
76
$196M 0.25%
549,265
+32,761
77
$195M 0.25%
241,950
+1,547
78
$194M 0.25%
1,033,896
-24,819
79
$192M 0.25%
705,409
+42,560
80
$190M 0.25%
3,124,009
+1,528,309
81
$187M 0.24%
72,322
+14,923
82
$186M 0.24%
228,975
+5,527
83
$186M 0.24%
4,922,508
+907,312
84
$182M 0.24%
9,821,322
+6,298,239
85
$179M 0.23%
2,094,066
+126,665
86
$178M 0.23%
3,465,916
+697,388
87
$177M 0.23%
2,462,062
+72,746
88
$173M 0.22%
2,996,359
+100,448
89
$168M 0.22%
705,429
-29,050
90
$165M 0.21%
690,022
+137,706
91
$163M 0.21%
5,650,086
+698,526
92
$161M 0.21%
1,205,122
+200,390
93
$160M 0.21%
401,151
-104,357
94
$160M 0.21%
1,641,627
-361,472
95
$157M 0.2%
1,102,584
-164,547
96
$156M 0.2%
636,225
+121,404
97
$156M 0.2%
+2,465,298
98
$154M 0.2%
1,270,528
-13,305
99
$152M 0.2%
388,046
+102,422
100
$149M 0.19%
1,807,228
+202,832
2 3
4
5 6