SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q3 2020
Top Holdings1,326 positions
ALIBABA GROUP HLDG LTD | 24.3M | $7B | 11.2% | $135.74 | +103.81% | 8 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 8.7M | $1.8B | 2.9% | $111.49 | +79.40% | 8 qtrssince 2018-Q4 | Increased 57 |
AMAZON COM INC | 475,486 | $1.5B | 2.4% | $86.22 | +82.59% | 8 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC | 774,320 | $1.1B | 1.8% | $56.04 | +29.53% | 8 qtrssince 2018-Q4 | Increased 53 |
TAIWAN SEMICONDUCTOR MANUFAC | 13.4M | $1.1B | 1.7% | $34.16 | +115.59% | 8 qtrssince 2018-Q4 | Decreased 0 |
| 7M | $1.1B | 1.7% | — | — | 8 qtrssince 2018-Q4 | Decreased 0 | |
APPLE INC | 9.2M | $1B | 1.7% | $40.65 | +176.07% | 8 qtrssince 2018-Q4 | Increased 81 |
META PLATFORMS INC | 3.7M | $971.2M | 1.6% | $180.61 | +43.63% | 8 qtrssince 2018-Q4 | Increased 54 |
JD.COM INC | 11.5M | $877.7M | 1.4% | $33.51 | +102.92% | 5 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.5M | $767.1M | 1.2% | $232.76 | +20.64% | 8 qtrssince 2018-Q4 | Increased 57 |
VISA INC | 3.7M | $742.2M | 1.2% | $136.56 | +40.16% | 8 qtrssince 2018-Q4 | Increased 58 |
PROCTER & GAMBLE CO | 5.1M | $706M | 1.1% | $86.06 | +38.64% | 8 qtrssince 2018-Q4 | Increased 56 |
YUM CHINA HLDGS INC | 7.8M | $624.5M | 1.0% | $42.86 | +14.64% | 7 qtrssince 2019-Q1 | Decreased 0 |
CANADIAN NATL RY CO | 4M | $569M | 0.9% | $92.23 | +2.76% | 8 qtrssince 2018-Q4 | Increased 72 |
MERCADOLIBRE INC | 526,951 | $568.8M | 0.9% | $562.27 | +92.52% | 5 qtrssince 2019-Q3 | Decreased 0 |
ADOBE INC | 1.2M | $566.1M | 0.9% | $266.92 | +83.73% | 8 qtrssince 2018-Q4 | Increased 50 |
BOOKING HOLDINGS INC | 308,930 | $528.5M | 0.8% | $65.73 | +1.69% | 8 qtrssince 2018-Q4 | Increased 52 |
JOHNSON & JOHNSON | 3.6M | $522.8M | 0.8% | $105.51 | +19.65% | 8 qtrssince 2018-Q4 | Decreased 0 |
TEXAS INSTRS INC | 3.6M | $514.6M | 0.8% | $86.80 | +39.36% | 8 qtrssince 2018-Q4 | Increased 45 |
ALCON AG | 9.5M | $496.7M | 0.8% | $50.19 | +11.32% | 6 qtrssince 2019-Q2 | Increased 45 |
SCHRODER INVESTMENT MANAGEMENT GROUP manages $62.5B across 1326 positions as of Q3 2020. Top holdings: BABA (11.2%), MSFT (2.9%), AMZN (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 191 new positions, 95 exits, 511 increased. Top move: AAPL (INCREASED, conviction 81). Portfolio: $62.5B across 1326 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