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
201
$70.9M 0.09%
916,359
+186,600
202
$70.8M 0.09%
847,286
+9,694
203
$70.6M 0.09%
394,437
-14,941
204
$69.9M 0.09%
774,135
-325,196
205
$69.2M 0.09%
787,216
-954,783
206
$68.7M 0.09%
2,331,634
+436,148
207
$68.3M 0.09%
2,108,362
+616,404
208
$68.1M 0.09%
2,264,081
+2,120,096
209
$67.9M 0.09%
706,474
-133,202
210
$67.7M 0.09%
1,503,512
-11,567
211
$67.3M 0.09%
3,791,673
+60,605
212
$66.5M 0.09%
2,522,406
213
$66.4M 0.09%
990,398
-21,372
214
$66.1M 0.09%
408,705
-195,149
215
$66M 0.09%
226,879
+12,368
216
$65.7M 0.09%
760,355
+119,041
217
$65.6M 0.09%
112,837
+7,775
218
$65.1M 0.08%
657,918
-46,560
219
$64.9M 0.08%
1,302,915
+263,173
220
$64.5M 0.08%
3,313,211
-73,055
221
$64.3M 0.08%
675,766
-9,271
222
$63.8M 0.08%
293,801
-55,744
223
$63.6M 0.08%
427,883
-131,884
224
$63.3M 0.08%
1,517,611
+13,406
225
$63M 0.08%
960,669
+940,849
7 8
9
10 11