SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,197 positions
Microsoft Corp. | 12.6M | $5.4B | 5.5% | $224.21 | +88.93% | 24 qtrssince 2018-Q4 | Increased 62 |
NVIDIA Corp. | 31.4M | $3.8B | 3.9% | $22.30 | +443.21% | 24 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 22.8M | $3.8B | 3.9% | $100.96 | +63.12% | 24 qtrssince 2018-Q4 | Increased 61 |
Apple Inc. | 13.6M | $3.2B | 3.2% | $129.73 | +78.11% | 24 qtrssince 2018-Q4 | Increased 66 |
Amazon.com, Inc. | 12.5M | $2.3B | 2.4% | $141.13 | +32.03% | 24 qtrssince 2018-Q4 | Increased 57 |
Meta Platforms Inc | 3.8M | $2.2B | 2.2% | $289.83 | +96.22% | 24 qtrssince 2018-Q4 | Increased 56 |
Visa Inc | 6M | $1.6B | 1.7% | $197.08 | +37.44% | 24 qtrssince 2018-Q4 | Increased 55 |
Booking Holdings Inc | 378,269 | $1.6B | 1.6% | $83.81 | +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 MFG LTD | 7.4M | $1.3B | 1.3% | $96.38 | +75.86% | 24 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 5.7M | $1.2B | 1.2% | $121.91 | +65.98% | 24 qtrssince 2018-Q4 | Increased 50 |
UnitedHealth Group Inc. | 2.1M | $1.2B | 1.2% | $410.33 | +35.85% | 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% | $76.37 | +122.03% | 24 qtrssince 2018-Q4 | Increased 81 |
Thermo Fisher Scientific Inc | 1.6M | $995.3M | 1.0% | $465.66 | +31.91% | 24 qtrssince 2018-Q4 | Increased 51 |
Netflix, Inc. | 1.3M | $945.2M | 1.0% | $43.48 | +63.14% | 24 qtrssince 2018-Q4 | Decreased 0 |
MasterCard Incorporated | 1.8M | $896.4M | 0.9% | $330.34 | +47.70% | 24 qtrssince 2018-Q4 | Increased 46 |
ANTHEM INC | 1.7M | $882.5M | 0.9% | $388.14 | +29.00% | 24 qtrssince 2018-Q4 | Decreased 0 |
Mercadolibre Inc | 404,895 | $830.8M | 0.9% | $1,221.57 | +67.98% | 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 Score: 3.5/5.0.
Active quarter - 99 new positions, 95 exits, 506 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
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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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