SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,446 positions
ALIBABA GROUP HLDG LTD | 22.4M | $5.2B | 7.4% | $173.72 | +26.07% | 9 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 8.8M | $1.9B | 2.8% | $162.10 | +30.83% | 9 qtrssince 2018-Q4 | Increased 55 |
AMAZON COM INC | 478,269 | $1.6B | 2.2% | $124.76 | +30.53% | 9 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC | 831,979 | $1.5B | 2.1% | $72.49 | +19.75% | 9 qtrssince 2018-Q4 | Increased 59 |
TAIWAN SEMICONDUCTOR MFG LTD | 12.4M | $1.4B | 1.9% | $64.15 | +55.08% | 9 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 9.1M | $1.2B | 1.7% | $84.30 | +52.82% | 9 qtrssince 2018-Q4 | Decreased 0 |
| 6.1M | $1.1B | 1.6% | — | — | 9 qtrssince 2018-Q4 | Decreased 0 | |
JD.COM INC | 12.5M | $1.1B | 1.6% | $56.96 | +35.21% | 6 qtrssince 2019-Q3 | Increased 55 |
META PLATFORMS INC | 3.7M | $1B | 1.4% | $224.91 | +20.30% | 9 qtrssince 2018-Q4 | Decreased 0 |
ITAU UNIBANCO HLDG S A | 151.5M | $922.6M | 1.3% | $3.31 | -5.43% | 9 qtrssince 2018-Q4 | Increased 62 |
YUM CHINA HLDGS INC | 8.5M | $915.4M | 1.3% | $49.37 | +9.54% | 8 qtrssince 2019-Q1 | Increased 55 |
UNITEDHEALTH GROUP INC | 2.4M | $838.8M | 1.2% | $273.69 | +15.81% | 9 qtrssince 2018-Q4 | Decreased 0 |
BOOKING HOLDINGS INC | 363,673 | $810M | 1.1% | $77.98 | +11.60% | 9 qtrssince 2018-Q4 | Increased 58 |
VISA INC | 3.7M | $807.7M | 1.1% | $173.21 | +21.06% | 9 qtrssince 2018-Q4 | Increased 50 |
SEA LTD | 4M | $799.2M | 1.1% | $149.38 | +33.25% | 4 qtrssince 2020-Q1 | Increased 71 |
MERCADOLIBRE INC | 459,423 | $769.6M | 1.1% | $1,036.95 | +61.55% | 6 qtrssince 2019-Q3 | Decreased 0 |
PROCTER AND GAMBLE CO | 5.1M | $711.4M | 1.0% | $103.09 | +16.51% | 9 qtrssince 2018-Q4 | Increased 50 |
TEXAS INSTRS INC | 4.2M | $690.9M | 1.0% | $116.97 | +19.72% | 9 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 5.3M | $675.4M | 1.0% | $96.63 | +13.88% | 9 qtrssince 2018-Q4 | Increased 50 |
ALCON AG | 10.5M | $615.5M | 0.9% | $58.77 | +11.68% | 7 qtrssince 2019-Q2 | Increased 49 |
SCHRODER INVESTMENT MANAGEMENT GROUP manages $70.8B across 1446 positions as of Q4 2020. Top holdings: BABA (7.4%), MSFT (2.8%), AMZN (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 214 new positions, 94 exits, 576 increased. Top move: SE (INCREASED, conviction 71). Portfolio: $70.8B across 1446 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