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
1001
$550K ﹤0.01%
+8,785
1002
$548K ﹤0.01%
6,992
+1,576
1003
$545K ﹤0.01%
+15,283
1004
$543K ﹤0.01%
1
1005
$542K ﹤0.01%
28,645
+6,245
1006
$540K ﹤0.01%
5,188
+461
1007
$534K ﹤0.01%
+24,000
1008
$532K ﹤0.01%
24,116
1009
$519K ﹤0.01%
45,637
+17,230
1010
$511K ﹤0.01%
11,492
+2,594
1011
$499K ﹤0.01%
39,860
-9,486
1012
$499K ﹤0.01%
+4,126
1013
$479K ﹤0.01%
4,835
-662
1014
$473K ﹤0.01%
+47,000
1015
$469K ﹤0.01%
+17,000
1016
$461K ﹤0.01%
+2,650
1017
$457K ﹤0.01%
11,180
-486
1018
$451K ﹤0.01%
5,533
+26
1019
$448K ﹤0.01%
16,029
-17,022
1020
$446K ﹤0.01%
7,296
+1,556
1021
$436K ﹤0.01%
29,914
+2,106
1022
$435K ﹤0.01%
8,528
1023
$422K ﹤0.01%
+11,050
1024
$418K ﹤0.01%
4,212
1025
$378K ﹤0.01%
33,732
-12,749
39 40
41
42 43