SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q2 2021
Top Holdings1,511 positions
ALIBABA GROUP HLDG LTD | 22.6M | $5.1B | 6.4% | $139.52 | +52.96% | 11 qtrssince 2018-Q4 | Increased 65 |
MICROSOFT CORP | 9.7M | $2.6B | 3.3% | $124.25 | +108.85% | 11 qtrssince 2018-Q4 | Increased 61 |
YUM CHINA HLDGS INC | 16.5M | $2.6B | 3.3% | $50.24 | +23.07% | 10 qtrssince 2019-Q1 | Increased 68 |
ALPHABET INC | 867,277 | $2.1B | 2.7% | $60.43 | +100.14% | 11 qtrssince 2018-Q4 | Increased 56 |
AMAZON COM INC | 467,185 | $1.6B | 2.0% | $89.33 | +92.55% | 11 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 3.7M | $1.3B | 1.6% | $182.23 | +89.00% | 11 qtrssince 2018-Q4 | Increased 51 |
APPLE INC | 8.7M | $1.2B | 1.5% | $40.65 | +228.10% | 11 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.6M | $1B | 1.3% | $241.68 | +50.84% | 11 qtrssince 2018-Q4 | Increased 50 |
ITAU UNIBANCO HLDG S A | 162.9M | $979.1M | 1.2% | $3.43 | -8.39% | 11 qtrssince 2018-Q4 | Increased 50 |
VISA INC | 4.1M | $968.8M | 1.2% | $144.86 | +55.20% | 11 qtrssince 2018-Q4 | Increased 52 |
SEA LTD | 3.5M | $955.9M | 1.2% | $102.28 | +168.48% | 6 qtrssince 2020-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 5.6M | $877.5M | 1.1% | $87.59 | +55.03% | 11 qtrssince 2018-Q4 | Increased 55 |
BOOKING HOLDINGS INC | 398,548 | $872.1M | 1.1% | $70.66 | +21.00% | 11 qtrssince 2018-Q4 | Increased 52 |
TEXAS INSTRS INC | 4.5M | $870.3M | 1.1% | $98.88 | +67.86% | 11 qtrssince 2018-Q4 | Increased 53 |
MERCADOLIBRE INC | 532,490 | $829.5M | 1.0% | $698.24 | +123.10% | 8 qtrssince 2019-Q3 | Increased 57 |
ALCON AG | 11.9M | $768.4M | 1.0% | $53.60 | +28.79% | 9 qtrssince 2019-Q2 | Increased 49 |
JD.COM INC | 8.5M | $676.1M | 0.8% | $43.56 | +60.55% | 8 qtrssince 2019-Q3 | Decreased 0 |
TORONTO DOMINION BK ONT | 7.5M | $653.9M | 0.8% | $40.97 | +38.30% | 11 qtrssince 2018-Q4 | Increased 46 |
CANADIAN NATL RY CO | 6.1M | $647.1M | 0.8% | $95.41 | -0.26% | 11 qtrssince 2018-Q4 | Increased 49 |
JOHNSON & JOHNSON | 3.8M | $618.8M | 0.8% | $108.16 | +31.68% | 11 qtrssince 2018-Q4 | Decreased 0 |
SCHRODER INVESTMENT MANAGEMENT GROUP manages $79.8B across 1511 positions as of Q2 2021. Top holdings: BABA (6.4%), MSFT (3.3%), YUMC (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 150 new positions, 158 exits, 722 increased. Top move: YUMC (INCREASED, conviction 68). Portfolio: $79.8B across 1511 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