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
976
$688K ﹤0.01%
13,846
+2,347
977
$667K ﹤0.01%
8,687
-6,334
978
$662K ﹤0.01%
11,380
-122,149
979
$655K ﹤0.01%
27,917
+11,343
980
$654K ﹤0.01%
72,060
+26,960
981
$642K ﹤0.01%
+22,883
982
$640K ﹤0.01%
23,500
-40,522
983
$637K ﹤0.01%
19,275
-740
984
$631K ﹤0.01%
32,146
+30,805
985
$628K ﹤0.01%
2,284
-124
986
$618K ﹤0.01%
13,601
-1,222
987
$597K ﹤0.01%
40,378
-21,869
988
$590K ﹤0.01%
+310,499
989
$585K ﹤0.01%
10,115
-154,748
990
$585K ﹤0.01%
22,057
+506
991
$581K ﹤0.01%
7,532
992
$580K ﹤0.01%
13,977
-1,559
993
$578K ﹤0.01%
2,445
994
$576K ﹤0.01%
8,655
-235
995
$572K ﹤0.01%
4,808
+285
996
$562K ﹤0.01%
15,453
+11,221
997
$561K ﹤0.01%
6,123
+155
998
$554K ﹤0.01%
5,684
-51,093
999
$554K ﹤0.01%
15,038
1000
$551K ﹤0.01%
19,929
38 39
40
41 42