SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,254 positions
MICROSOFT CORP | 11.2M | $3.2B | 4.8% | $167.92 | +67.04% | 18 qtrssince 2018-Q4 | Increased 58 |
APPLE INC | 11.4M | $1.9B | 2.8% | $78.45 | +106.83% | 18 qtrssince 2018-Q4 | Increased 57 |
ALPHABET INC | 18M | $1.9B | 2.8% | $76.66 | +34.03% | 18 qtrssince 2018-Q4 | Decreased 0 |
BOOKING HOLDINGS INC | 532,683 | $1.4B | 2.1% | $78.29 | +32.37% | 18 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 4.9M | $1.1B | 1.6% | $158.79 | +38.26% | 18 qtrssince 2018-Q4 | Increased 52 |
UNITEDHEALTH GROUP INC | 2.3M | $1.1B | 1.6% | $281.00 | +56.68% | 18 qtrssince 2018-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 11.3M | $1B | 1.6% | $90.39 | -2.05% | 18 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 9.2M | $949.9M | 1.4% | $105.67 | -2.25% | 18 qtrssince 2018-Q4 | Increased 52 |
TEXAS INSTRS INC | 4.9M | $920.1M | 1.4% | $118.21 | +42.30% | 18 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.2M | $904.2M | 1.3% | $406.37 | -3.41% | 5 qtrssince 2022-Q1 | Increased 65 |
ELI LILLY & CO | 2.3M | $795.9M | 1.2% | $183.47 | +82.50% | 18 qtrssince 2018-Q4 | Increased 51 |
MERCK & CO INC | 7.4M | $785.7M | 1.2% | $69.49 | +37.84% | 18 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 1.9M | $742.4M | 1.1% | $364.80 | +5.64% | 18 qtrssince 2018-Q4 | Increased 60 |
H WORLD GROUP LTD | 14.9M | $731.2M | 1.1% | $35.65 | +18.54% | 7 qtrssince 2021-Q3 | Decreased 0 |
NVIDIA CORPORATION | 2.5M | $695.5M | 1.0% | $13.23 | +109.32% | 18 qtrssince 2018-Q4 | Decreased 0 |
HDFC BANK LTD | 10.2M | $677.7M | 1.0% | $30.25 | +5.38% | 18 qtrssince 2018-Q4 | Decreased 0 |
MERCADOLIBRE INC | 498,396 | $656.9M | 1.0% | $992.74 | +32.77% | 15 qtrssince 2019-Q3 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.1M | $628.8M | 0.9% | $358.93 | +58.82% | 18 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 4.5M | $587.8M | 0.9% | $100.02 | +19.59% | 18 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 1.5M | $558.7M | 0.8% | $273.77 | +29.81% | 18 qtrssince 2018-Q4 | Increased 47 |
SCHRODER INVESTMENT MANAGEMENT GROUP manages $67.2B across 1254 positions as of Q1 2023. Top holdings: MSFT (4.8%), AAPL (2.8%), GOOGL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 93 new positions, 115 exits, 493 increased. Top move: IVV (INCREASED, conviction 65). Portfolio: $67.2B across 1254 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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