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
1051
$248K ﹤0.01%
4,470
1052
$246K ﹤0.01%
4,081
-477
1053
$244K ﹤0.01%
3,225
-109,951
1054
$242K ﹤0.01%
6,007
-85,024
1055
$241K ﹤0.01%
2,027
-1,337
1056
$241K ﹤0.01%
6,723
-310,545
1057
$235K ﹤0.01%
4,548
-1,385
1058
$234K ﹤0.01%
10,178
1059
$225K ﹤0.01%
63,864
1060
$221K ﹤0.01%
+682
1061
$220K ﹤0.01%
+7,381
1062
$216K ﹤0.01%
5,830
-154
1063
$211K ﹤0.01%
3,204
-1,205
1064
$209K ﹤0.01%
5,687
-105,063
1065
$206K ﹤0.01%
+1,353
1066
$202K ﹤0.01%
12,140
-17,400
1067
$189K ﹤0.01%
1,455
-2,263
1068
$182K ﹤0.01%
4,200
-1,380
1069
$170K ﹤0.01%
+11,623
1070
$167K ﹤0.01%
2,948
1071
$167K ﹤0.01%
830
-26,753
1072
$155K ﹤0.01%
38,045
1073
$150K ﹤0.01%
1,636
-145,954
1074
$139K ﹤0.01%
250
-5,891
1075
$135K ﹤0.01%
+13,028
41 42
43
44 45