Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $132B
1-Year Est. Return 29.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104B
AUM Growth
+$6.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$551M
2
+$395M
3
+$325M
4
TSLA icon
Tesla
TSLA
+$324M
5
MS icon
Morgan Stanley
MS
+$302M

Top Sells

1
+$599M
2
+$326M
3
+$302M
4
INTU icon
Intuit
INTU
+$238M
5
ELV icon
Elevance Health
ELV
+$216M

Sector Composition

1 Technology 28.73%
2 Consumer Discretionary 13.11%
3 Communication Services 12.44%
4 Financials 12.41%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$565K ﹤0.01%
7,828
-117
1052
$561K ﹤0.01%
+6,672
1053
$552K ﹤0.01%
49,396
-1,093
1054
$551K ﹤0.01%
9,122
+350
1055
$549K ﹤0.01%
6,405
-1,118
1056
$547K ﹤0.01%
7,205
-1,017
1057
$547K ﹤0.01%
16,389
+9,712
1058
$546K ﹤0.01%
+109,900
1059
$546K ﹤0.01%
4,253
+1,449
1060
$546K ﹤0.01%
17,486
-1,409
1061
$536K ﹤0.01%
6,100
1062
$528K ﹤0.01%
+21,215
1063
$518K ﹤0.01%
60,847
1064
$511K ﹤0.01%
+62,979
1065
$509K ﹤0.01%
4,571
-3,004
1066
$501K ﹤0.01%
23,217
-3,196
1067
$500K ﹤0.01%
2,863
+291
1068
$495K ﹤0.01%
+8,835
1069
$482K ﹤0.01%
+2,577
1070
$473K ﹤0.01%
+4,046
1071
$472K ﹤0.01%
+2,820
1072
$472K ﹤0.01%
+17,342
1073
$466K ﹤0.01%
6,070
-39,800
1074
$455K ﹤0.01%
32,323
1075
$453K ﹤0.01%
2,472
41 42
43
44 45