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
1026
$378K ﹤0.01%
15,510
-8,186
1027
$375K ﹤0.01%
+13,795
1028
$373K ﹤0.01%
7,975
-176
1029
$367K ﹤0.01%
8,611
-8,166
1030
$356K ﹤0.01%
11,562
+3,772
1031
$346K ﹤0.01%
2,283
-24,711
1032
$341K ﹤0.01%
7,226
1033
$332K ﹤0.01%
+35,039
1034
$330K ﹤0.01%
11,707
1035
$328K ﹤0.01%
1,160
1036
$327K ﹤0.01%
1,980
1037
$315K ﹤0.01%
4,603
+305
1038
$313K ﹤0.01%
+14,792
1039
$312K ﹤0.01%
54,362
-3,643
1040
$311K ﹤0.01%
3,269
+149
1041
$297K ﹤0.01%
1,665
-92
1042
$283K ﹤0.01%
29,196
-19,095
1043
$281K ﹤0.01%
2,477
-571
1044
$279K ﹤0.01%
9,000
1045
$271K ﹤0.01%
+17,660
1046
$269K ﹤0.01%
7,744
-31,139
1047
$259K ﹤0.01%
+32,323
1048
$257K ﹤0.01%
+1,548
1049
$257K ﹤0.01%
+2,234
1050
$255K ﹤0.01%
15,762
40 41
42
43 44