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
151
$98.2M 0.13%
4,815,707
-1,138,499
152
$96.2M 0.12%
980,833
+13,557
153
$96.1M 0.12%
5,229,204
-68,675
154
$95.8M 0.12%
2,807,588
-55,485
155
$95.7M 0.12%
594,676
+64,273
156
$95.6M 0.12%
1,296,476
+76,355
157
$95.5M 0.12%
643,590
+486,573
158
$94.8M 0.12%
232,980
+39,712
159
$94.5M 0.12%
1,919,656
-453,340
160
$94M 0.12%
2,704,721
-24,727
161
$93.2M 0.12%
766,835
-218,101
162
$92.8M 0.12%
1,029,422
-19,492
163
$92.7M 0.12%
495,240
-11,950
164
$92.3M 0.12%
725,665
+80,394
165
$92.1M 0.12%
726,579
+128,871
166
$91.3M 0.12%
2,108,913
-562,626
167
$90.9M 0.12%
335,935
+36,173
168
$89.7M 0.12%
5,534,372
+113,910
169
$89.5M 0.12%
992,643
-296,633
170
$89.4M 0.12%
557,861
+496,745
171
$89M 0.12%
4,565,689
-183,741
172
$88.6M 0.11%
1,820,530
+158,830
173
$88.4M 0.11%
2,706,826
+350,321
174
$87.8M 0.11%
743,697
+98,764
175
$87.7M 0.11%
663,496
-460,769
5 6
7
8 9