SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q1 2021
Top Holdings1,519 positions
ALIBABA GROUP HLDG LTD | 21.5M | $4.9B | 6.3% | $135.74 | +57.19% | 10 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT | 9.3M | $2.2B | 2.8% | $118.22 | +90.60% | 10 qtrssince 2018-Q4 | Increased 58 |
YUM CHINA HLDGS INC | 14.2M | $1.8B | 2.3% | $48.32 | +14.15% | 9 qtrssince 2019-Q1 | Increased 81 |
ALPHABET - CLASS A | 845,861 | $1.7B | 2.3% | $58.89 | +73.45% | 10 qtrssince 2018-Q4 | Increased 56 |
AMAZON.COM | 497,741 | $1.5B | 2.0% | $89.33 | +73.18% | 10 qtrssince 2018-Q4 | Increased 52 |
JD.COM INC | 15.3M | $1.3B | 1.7% | $43.56 | +69.64% | 7 qtrssince 2019-Q3 | Increased 60 |
TAIWAN SEMICONDUCTOR ADR | 10.5M | $1.2B | 1.6% | $34.16 | +217.06% | 10 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS | 3.6M | $1.1B | 1.4% | $180.61 | +61.53% | 10 qtrssince 2018-Q4 | Decreased 0 |
APPLE | 8.7M | $1.1B | 1.4% | $40.65 | +192.12% | 10 qtrssince 2018-Q4 | Decreased 0 |
| 69.7M | $975.2M | 1.3% | — | — | 10 qtrssince 2018-Q4 | Increased 81 | |
UNITEDHEALTH GROUP INC | 2.6M | $964.9M | 1.3% | $240.89 | +40.10% | 10 qtrssince 2018-Q4 | Increased 55 |
BOOKING HOLDINGS | 383,225 | $892.9M | 1.2% | $70.07 | +29.93% | 10 qtrssince 2018-Q4 | Increased 53 |
VISA - CLASS A | 4M | $841M | 1.1% | $141.41 | +43.76% | 10 qtrssince 2018-Q4 | Increased 54 |
CANADIAN NATL RY CO | 5.6M | $810.4M | 1.1% | $95.44 | +9.10% | 10 qtrssince 2018-Q4 | Increased 65 |
TEXAS INSTRS INC | 4.3M | $809.4M | 1.1% | $95.08 | +70.62% | 10 qtrssince 2018-Q4 | Increased 51 |
ITAU UNIBANCO HLDG S A | 162M | $803.5M | 1.0% | $3.43 | -24.86% | 10 qtrssince 2018-Q4 | Increased 54 |
JPMORGAN CHASE & CO | 5.1M | $781.3M | 1.0% | $82.80 | +59.55% | 10 qtrssince 2018-Q4 | Decreased 0 |
SEA LTD | 3.4M | $765.6M | 1.0% | $99.70 | +123.90% | 5 qtrssince 2020-Q1 | Decreased 0 |
ALCON AG | 10.9M | $722.2M | 0.9% | $52.25 | +31.75% | 8 qtrssince 2019-Q2 | Increased 47 |
MERCADOLIBRE | 463,361 | $682.1M | 0.9% | $570.00 | +158.27% | 7 qtrssince 2019-Q3 | Increased 45 |
SCHRODER INVESTMENT MANAGEMENT GROUP manages $77.1B across 1519 positions as of Q1 2021. Top holdings: BABA (6.3%), MSFT (2.8%), YUMC (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 216 new positions, 143 exits, 672 increased. Top move: YUMC (INCREASED, conviction 81). Portfolio: $77.1B across 1519 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR