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
$61.4B
AUM Growth
+$4.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,392
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$186M
3
+$129M
4
TX icon
Ternium
TX
+$126M
5
META icon
Meta Platforms (Facebook)
META
+$114M

Top Sells

1
+$529M
2
+$278M
3
+$224M
4
BBD icon
Banco Bradesco
BBD
+$160M
5
DHR icon
Danaher
DHR
+$140M

Sector Composition

1 Consumer Discretionary 18.63%
2 Technology 18.04%
3 Financials 14.55%
4 Healthcare 11.56%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
– –
-15,549
1352
– –
-7,000
1353
– –
-111,200
1354
– –
-4,661
1355
– –
-152,411
1356
– –
-916
1357
– –
-202,424
1358
– –
-106,400
1359
– –
-147,500
1360
– –
-14,387
1361
– –
-109,996
1362
– –
-450
1363
– –
-1
1364
– –
-229
1365
– –
-245,395
1366
– –
-312,732
1367
– –
-3,800
1368
– –
-563,129
1369
– –
-357,561
1370
– –
-283,811
1371
– –
-130,538
1372
– –
-118,819
1373
– –
-5,700
1374
– –
-16,843
1375
– –
-146,800
52 53 54
55
56