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
101
$148M 0.19%
1,617,623
+913,822
102
$143M 0.19%
252,978
-25,128
103
$141M 0.18%
452,225
+52,512
104
$141M 0.18%
488,451
+79,919
105
$141M 0.18%
2,674,527
+1,953
106
$136M 0.18%
434,789
+2,660
107
$135M 0.18%
1,444,377
+356,623
108
$135M 0.17%
1,000,879
-126,293
109
$133M 0.17%
1,646,589
+132,679
110
$131M 0.17%
514,477
-54,115
111
$130M 0.17%
657,895
-40,264
112
$129M 0.17%
3,818,278
-412,125
113
$128M 0.17%
2,836,108
+162,327
114
$127M 0.17%
523,006
-28,233
115
$124M 0.16%
1,390,388
-523,686
116
$123M 0.16%
2,504,768
-345,313
117
$123M 0.16%
2,395,199
+207,867
118
$123M 0.16%
1,544,941
+93,535
119
$123M 0.16%
2,607,916
+734,336
120
$122M 0.16%
834,172
+77,169
121
$122M 0.16%
104,697
-6,938
122
$120M 0.16%
520,102
-567,737
123
$116M 0.15%
804,909
+329,030
124
$115M 0.15%
660,514
+93,471
125
$115M 0.15%
2,627,626
-157,981
3 4
5
6 7