SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,198 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.9M | $5B | 5.9% | $212.81 | +95.15% | 22 qtrssince 2018-Q4 | Increased 62 |
ALPHABET INC-CL A | 20.7M | $3.1B | 3.7% | $101.34 | +47.83% | 22 qtrssince 2018-Q4 | Increased 60 |
NVIDIA CORP | 3.1M | $2.8B | 3.3% | $23.09 | +291.07% | 22 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 11.3M | $2B | 2.4% | $117.79 | +53.14% | 22 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 11.3M | $1.9B | 2.3% | $127.23 | +33.33% | 22 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 3.5M | $1.7B | 2.0% | $270.99 | +78.13% | 22 qtrssince 2018-Q4 | Increased 59 |
ELI LILLY & CO | 2.1M | $1.6B | 1.9% | $206.43 | +270.51% | 22 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 5.3M | $1.5B | 1.8% | $188.40 | +45.37% | 22 qtrssince 2018-Q4 | Increased 52 |
BOOKING HOLDINGS INC | 381,953 | $1.4B | 1.6% | $82.56 | +72.55% | 22 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 8.8M | $1.2B | 1.4% | $80.97 | +53.87% | 22 qtrssince 2018-Q4 | Increased 59 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 8.2M | $1.1B | 1.3% | $97.17 | +36.78% | 22 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 5.2M | $1.1B | 1.2% | $115.70 | +65.85% | 22 qtrssince 2018-Q4 | Increased 52 |
ADOBE INC | 1.9M | $960.4M | 1.1% | $414.89 | +21.62% | 22 qtrssince 2018-Q4 | Decreased 0 |
ANTHEM INC | 1.7M | $885.1M | 1.0% | $364.86 | +38.02% | 22 qtrssince 2018-Q4 | Increased 57 |
THERMO FISHER SCIENTIFIC INC | 1.5M | $857.5M | 1.0% | $457.06 | +26.45% | 22 qtrssince 2018-Q4 | Increased 57 |
MASTERCARD INC - A | 1.7M | $809.9M | 1.0% | $320.50 | +48.55% | 22 qtrssince 2018-Q4 | Increased 45 |
SALESFORCE.COM INC | 2.6M | $797.3M | 0.9% | $237.46 | +25.47% | 22 qtrssince 2018-Q4 | Increased 61 |
NETFLIX INC | 1.3M | $794.3M | 0.9% | $40.91 | +48.43% | 22 qtrssince 2018-Q4 | Increased 48 |
LOWE'S COS INC | 2.8M | $713.8M | 0.8% | $188.67 | +28.54% | 22 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 15.9M | $702.9M | 0.8% | $39.40 | +10.95% | 22 qtrssince 2018-Q4 | Decreased 0 |
SCHRODER INVESTMENT MANAGEMENT GROUP manages $85B across 1198 positions as of Q1 2024. Top holdings: MSFT (5.9%), GOOGL (3.7%), NVDA (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 109 new positions, 94 exits, 512 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $85.0B across 1198 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer