SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,197 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 12.6M | $5.4B | 5.5% | $225.71 | +87.87% | 24 qtrssince 2018-Q4 | Increased 62 |
NVIDIA CORP | 31.4M | $3.8B | 3.9% | $113.64 | +6.79% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 22.8M | $3.8B | 3.9% | $108.19 | +50.77% | 24 qtrssince 2018-Q4 | Increased 61 |
APPLE INC | 13.6M | $3.2B | 3.2% | $143.58 | +60.93% | 24 qtrssince 2018-Q4 | Increased 66 |
AMAZON.COM INC | 12.5M | $2.3B | 2.4% | $124.90 | +50.50% | 24 qtrssince 2018-Q4 | Increased 57 |
META PLATFORMS INC-CLASS A | 3.8M | $2.2B | 2.2% | $289.39 | +95.28% | 24 qtrssince 2018-Q4 | Increased 56 |
VISA INC-CLASS A SHARES | 6M | $1.6B | 1.7% | $197.08 | +37.44% | 24 qtrssince 2018-Q4 | Increased 55 |
BOOKING HOLDINGS INC | 378,269 | $1.6B | 1.6% | $84.01 | +97.79% | 24 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 1.7M | $1.5B | 1.5% | $206.43 | +323.24% | 24 qtrssince 2018-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 7.4M | $1.3B | 1.3% | $97.17 | +80.15% | 24 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 5.7M | $1.2B | 1.2% | $122.67 | +66.27% | 24 qtrssince 2018-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 2.1M | $1.2B | 1.2% | $415.67 | +36.10% | 24 qtrssince 2018-Q4 | Increased 71 |
ADOBE INC | 2.2M | $1.1B | 1.2% | $430.60 | +20.25% | 24 qtrssince 2018-Q4 | Increased 53 |
BROADCOM INC | 6.2M | $1.1B | 1.1% | $160.54 | +5.82% | 24 qtrssince 2018-Q4 | Increased 81 |
THERMO FISHER SCIENTIFIC INC | 1.6M | $995.3M | 1.0% | $465.42 | +31.45% | 24 qtrssince 2018-Q4 | Increased 51 |
NETFLIX INC | 1.3M | $945.2M | 1.0% | $43.12 | +64.04% | 24 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 1.8M | $896.4M | 0.9% | $330.79 | +47.96% | 24 qtrssince 2018-Q4 | Increased 46 |
ANTHEM INC | 1.7M | $882.5M | 0.9% | $392.77 | +30.33% | 24 qtrssince 2018-Q4 | Decreased 0 |
MERCADOLIBRE INC | 404,895 | $830.8M | 0.9% | $1,229.66 | +67.91% | 21 qtrssince 2019-Q3 | Decreased 0 |
SALESFORCE.COM INC | 3M | $824.3M | 0.8% | $237.47 | +13.80% | 24 qtrssince 2018-Q4 | Increased 45 |
SCHRODER INVESTMENT MANAGEMENT GROUP manages $97.6B across 1197 positions as of Q3 2024. Top holdings: MSFT (5.5%), NVDA (3.9%), GOOGL (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 99 new positions, 95 exits, 505 increased. Top move: AVGO (INCREASED, conviction 81). Portfolio: $97.6B across 1197 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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