SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q3 2021
Top Holdings1,481 positions
MICROSOFT CORP | 8.8M | $2.5B | 3.8% | $124.25 | +117.76% | 12 qtrssince 2018-Q4 | Decreased 0 |
YUM CHINA HLDGS INC | 12.5M | $2.4B | 3.7% | $50.24 | +8.17% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 767,779 | $2.1B | 3.2% | $60.43 | +119.14% | 12 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 9.3M | $1.4B | 2.1% | $139.52 | -0.14% | 12 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 414,415 | $1.4B | 2.1% | $89.33 | +83.87% | 12 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 7.9M | $1.1B | 1.7% | $40.65 | +239.48% | 12 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 3.1M | $1B | 1.6% | $182.23 | +84.48% | 12 qtrssince 2018-Q4 | Decreased 0 |
TEXAS INSTRS INC | 4.9M | $941.6M | 1.4% | $104.05 | +60.33% | 12 qtrssince 2018-Q4 | Increased 54 |
UNITEDHEALTH GROUP INC | 2.3M | $885.5M | 1.4% | $241.68 | +47.70% | 12 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 3.7M | $829.6M | 1.3% | $144.86 | +48.05% | 12 qtrssince 2018-Q4 | Decreased 0 |
Sea Ltd | 2.3M | $748.6M | 1.2% | $102.28 | +211.63% | 7 qtrssince 2020-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 4.4M | $727M | 1.1% | $87.59 | +64.09% | 12 qtrssince 2018-Q4 | Decreased 0 |
BOOKING HOLDINGS INC | 300,237 | $712.7M | 1.1% | $70.66 | +31.27% | 12 qtrssince 2018-Q4 | Decreased 0 |
ITAU UNIBANCO HLDG S A | 116M | $611.1M | 0.9% | $3.43 | -19.27% | 12 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 3.3M | $526.5M | 0.8% | $108.16 | +29.86% | 12 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 891,229 | $513.1M | 0.8% | $275.66 | +108.85% | 12 qtrssince 2018-Q4 | Decreased 0 |
MERCADOLIBRE INC | 300,103 | $504M | 0.8% | $698.24 | +140.52% | 9 qtrssince 2019-Q3 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 874,710 | $499.7M | 0.8% | $279.50 | +101.51% | 12 qtrssince 2018-Q4 | Increased 44 |
VANGUARD INDEX FDS | 1.2M | $487.1M | 0.7% | $233.57 | +57.42% | 12 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 9.1M | $483.9M | 0.7% | $42.50 | +15.46% | 12 qtrssince 2018-Q4 | Decreased 0 |
SCHRODER INVESTMENT MANAGEMENT GROUP manages $65B across 1481 positions as of Q3 2021. Top holdings: MSFT (3.8%), YUMC (3.7%), GOOGL (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 99 new positions, 129 exits, 446 increased. Top move: TXN (INCREASED, conviction 54). Portfolio: $65.0B across 1481 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
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