Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $118B
1-Year Est. Return 26.33%
This Quarter Est. Return
1 Year Est. Return
+26.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.6B
AUM Growth
+$6.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,292
New
Increased
Reduced
Closed

Top Buys

1
+$509M
2
+$432M
3
+$356M
4
GEV icon
GE Vernova
GEV
+$313M
5
UBER icon
Uber
UBER
+$189M

Top Sells

1
+$307M
2
+$282M
3
+$214M
4
ELV icon
Elevance Health
ELV
+$197M
5
HTHT icon
Huazhu Hotels Group
HTHT
+$181M

Sector Composition

1 Technology 28.17%
2 Consumer Discretionary 12.47%
3 Financials 11.84%
4 Healthcare 11.71%
5 Communication Services 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$95.8M 0.1%
518,121
+272,885
177
$95.3M 0.1%
205,779
-23,040
178
$94.9M 0.1%
792,304
+183,217
179
$93.8M 0.1%
407,335
+105,127
180
$92.9M 0.1%
415,449
-256
181
$92.4M 0.09%
1,495,635
+58,252
182
$92.1M 0.09%
7,934,096
-244,969
183
$90.8M 0.09%
2,400,371
+644,834
184
$89.9M 0.09%
2,537,489
-179,840
185
$89.7M 0.09%
436,581
-91,429
186
$89.1M 0.09%
1,177,954
+414,853
187
$89M 0.09%
1,777,674
+387,014
188
$88.5M 0.09%
729,729
+235,342
189
$88.2M 0.09%
800,986
-226,515
190
$88M 0.09%
1,315,958
-367,086
191
$84.7M 0.09%
527,361
-199,007
192
$84.7M 0.09%
1,178,140
-94,599
193
$84.2M 0.09%
3,354,919
-12,412
194
$84M 0.09%
2,348,796
-388,616
195
$84M 0.09%
1,135,236
-3,692
196
$82.8M 0.08%
264,327
-10,971
197
$82.4M 0.08%
382,116
+22,982
198
$81.4M 0.08%
6,826,905
+519,363
199
$81.2M 0.08%
742,286
+162,920
200
$81M 0.08%
698,646
+229,887
6 7
8
9 10