SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,193 positions
MICROSOFT CORP | 11.3M | $3.6B | 5.3% | $173.76 | +77.55% | 20 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 18.9M | $2.5B | 3.7% | $78.93 | +64.22% | 20 qtrssince 2018-Q4 | Increased 60 |
APPLE INC | 11.3M | $1.9B | 2.9% | $78.45 | +115.34% | 20 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 3.2M | $1.4B | 2.1% | $19.37 | +123.86% | 20 qtrssince 2018-Q4 | Increased 59 |
BOOKING HOLDINGS INC | 428,451 | $1.3B | 2.0% | $78.29 | +53.91% | 20 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 10.1M | $1.3B | 1.9% | $107.54 | +18.21% | 20 qtrssince 2018-Q4 | Increased 54 |
ELI LILLY & CO | 2.3M | $1.2B | 1.8% | $193.51 | +171.91% | 20 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 5.1M | $1.2B | 1.8% | $163.19 | +37.77% | 20 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 2M | $1B | 1.5% | $373.52 | +36.51% | 20 qtrssince 2018-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 10M | $869.4M | 1.3% | $90.39 | -7.63% | 20 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.7M | $837.5M | 1.2% | $282.97 | +67.32% | 20 qtrssince 2018-Q4 | Increased 50 |
META PLATFORMS INC | 2.7M | $808.1M | 1.2% | $208.92 | +42.33% | 20 qtrssince 2018-Q4 | Increased 57 |
MERCK & CO INC | 7.1M | $735.1M | 1.1% | $69.63 | +34.93% | 20 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 5M | $722.1M | 1.1% | $103.32 | +30.74% | 20 qtrssince 2018-Q4 | Increased 55 |
LULULEMON ATHLETICA INC | 1.9M | $719.2M | 1.1% | $376.98 | +2.29% | 19 qtrssince 2019-Q1 | Increased 59 |
MASTERCARD INCORPORATED | 1.6M | $644.9M | 1.0% | $285.12 | +36.20% | 20 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.4M | $609.1M | 0.9% | $406.37 | +1.67% | 7 qtrssince 2022-Q1 | Decreased 0 |
H WORLD GROUP LTD | 15.4M | $605.3M | 0.9% | $35.57 | -4.36% | 9 qtrssince 2021-Q3 | Increased 47 |
LOWES COS INC | 2.8M | $581.6M | 0.9% | $189.95 | +3.05% | 20 qtrssince 2018-Q4 | Increased 72 |
ELEVANCE HEALTH INC FORMERLY | 1.3M | $579.5M | 0.9% | $324.19 | +27.74% | 20 qtrssince 2018-Q4 | Increased 52 |
SCHRODER INVESTMENT MANAGEMENT GROUP manages $67.2B across 1193 positions as of Q3 2023. Top holdings: MSFT (5.3%), GOOGL (3.7%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 56 new positions, 84 exits, 459 increased. Top move: LOW (INCREASED, conviction 72). Portfolio: $67.2B across 1193 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