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
176
$86.2M 0.11%
1,739,644
+129,822
177
$84.2M 0.11%
848,213
-84,514
178
$83.9M 0.11%
4,996,286
+1,342,959
179
$82.6M 0.11%
3,352,065
-143,231
180
$81.6M 0.11%
437,542
-119,250
181
$81.1M 0.11%
177,109
-110,527
182
$80.5M 0.1%
1,285,232
+8,984
183
$79.5M 0.1%
839,618
-140,072
184
$79.2M 0.1%
1,376,975
-92,471
185
$78.8M 0.1%
327,219
+2,607
186
$78.8M 0.1%
322,994
+34,243
187
$78.3M 0.1%
557,043
+34,413
188
$78.2M 0.1%
474,000
+27,760
189
$76.8M 0.1%
1,254,963
+11,514
190
$76.7M 0.1%
1,331,614
-7,448
191
$76.5M 0.1%
148,602
+17,909
192
$76.3M 0.1%
9,840,263
+1,471,407
193
$75.7M 0.1%
4,179,836
-39,332
194
$74.6M 0.1%
442,834
-141,220
195
$74.3M 0.1%
1,807,888
+298,268
196
$74.1M 0.1%
373,101
+232,918
197
$73.9M 0.1%
1,965,572
+74,549
198
$73.4M 0.1%
549,211
-13,027
199
$71.8M 0.09%
6,025,184
-814,559
200
$71.7M 0.09%
1,368,531
+408,223
6 7
8
9 10