SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q3 2022
Top Holdings1,267 positions
MICROSOFT CORP | 11.8M | $2.7B | 4.5% | $167.65 | +34.44% | 16 qtrssince 2018-Q4 | Increased 60 |
ALPHABET INC | 19.7M | $1.9B | 3.1% | $76.66 | +23.59% | 16 qtrssince 2018-Q4 | Increased 94 |
APPLE INC | 11M | $1.5B | 2.5% | $74.71 | +81.44% | 16 qtrssince 2018-Q4 | Increased 56 |
AMAZON COM INC | 10.7M | $1.2B | 2.0% | $105.74 | +6.86% | 16 qtrssince 2018-Q4 | Increased 51 |
UNITEDHEALTH GROUP INC | 2.4M | $1.2B | 2.0% | $281.00 | +66.34% | 16 qtrssince 2018-Q4 | Decreased 0 |
TEXAS INSTRS INC | 6.6M | $1B | 1.7% | $118.21 | +16.64% | 16 qtrssince 2018-Q4 | Increased 51 |
BOOKING HOLDINGS INC | 540,470 | $888.1M | 1.5% | $78.29 | -17.99% | 16 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 4.6M | $823.7M | 1.4% | $156.12 | +10.34% | 16 qtrssince 2018-Q4 | Increased 51 |
ELI LILLY & CO | 2.4M | $769.3M | 1.3% | $180.88 | +73.24% | 16 qtrssince 2018-Q4 | Increased 62 |
TAIWAN SEMICONDUCTOR MANUFAC | 10.9M | $750.6M | 1.2% | $91.11 | -29.14% | 16 qtrssince 2018-Q4 | Increased 50 |
JOHNSON & JOHNSON | 4.3M | $698.6M | 1.2% | $121.29 | +20.22% | 16 qtrssince 2018-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 9.6M | $683.3M | 1.1% | $48.46 | +22.06% | 16 qtrssince 2018-Q4 | Decreased 0 |
HDFC BANK LTD | 11.1M | $648.9M | 1.1% | $30.25 | -7.66% | 16 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 1.8M | $646M | 1.1% | $411.46 | -17.48% | 3 qtrssince 2022-Q1 | Increased 59 |
MERCK & CO INC | 7M | $602.1M | 1.0% | $67.69 | +13.02% | 16 qtrssince 2018-Q4 | Increased 53 |
THERMO FISHER SCIENTIFIC INC | 1.2M | $595.1M | 1.0% | $358.93 | +39.59% | 16 qtrssince 2018-Q4 | Increased 46 |
PEPSICO INC | 3.5M | $570.2M | 0.9% | $130.64 | +9.16% | 16 qtrssince 2018-Q4 | Increased 46 |
JPMORGAN CHASE & CO | 5.3M | $554.5M | 0.9% | $98.60 | -4.29% | 16 qtrssince 2018-Q4 | Decreased 0 |
ELEVANCE HEALTH INC FORMERLY | 1.2M | $541.8M | 0.9% | $307.84 | +38.65% | 16 qtrssince 2018-Q4 | Decreased 0 |
ITAU UNIBANCO HLDG S A | 102.4M | $529.5M | 0.9% | $3.14 | +8.57% | 16 qtrssince 2018-Q4 | Decreased 0 |
SCHRODER INVESTMENT MANAGEMENT GROUP manages $60.4B across 1267 positions as of Q3 2022. Top holdings: MSFT (4.5%), GOOGL (3.1%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 86 new positions, 126 exits, 429 increased. Top move: GOOGL (INCREASED, conviction 94). Portfolio: $60.4B across 1267 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