SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,446 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HOLDING-SP ADR | 44.7M | $10.4B | 7.3% | $173.72 | +26.07% | 9 qtrssince 2018-Q4 | Increased 96 |
MICROSOFT CORP | 17.5M | $3.9B | 2.7% | $162.30 | +31.06% | 9 qtrssince 2018-Q4 | Increased 88 |
AMAZON.COM INC | 956,538 | $3.1B | 2.2% | $125.11 | +31.32% | 9 qtrssince 2018-Q4 | Increased 88 |
ALPHABET INC-CL A | 1.7M | $2.9B | 2.0% | $72.18 | +19.37% | 9 qtrssince 2018-Q4 | Increased 88 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 24.8M | $2.7B | 1.9% | $64.67 | +54.84% | 9 qtrssince 2018-Q4 | Increased 78 |
APPLE INC | 18.2M | $2.4B | 1.7% | $109.08 | +18.10% | 9 qtrssince 2018-Q4 | Increased 81 |
| 12.2M | $2.3B | 1.6% | — | — | 9 qtrssince 2018-Q4 | Increased 76 | |
JD.COM INC-ADR | 25M | $2.2B | 1.5% | $59.78 | +35.88% | 6 qtrssince 2019-Q3 | Increased 81 |
META PLATFORMS INC-CLASS A | 7.4M | $2B | 1.4% | $224.45 | +20.29% | 9 qtrssince 2018-Q4 | Increased 81 |
ITAU UNIBANCO H-SPON PRF ADR | 303M | $1.8B | 1.3% | $3.31 | -5.43% | 9 qtrssince 2018-Q4 | Increased 81 |
YUM CHINA HOLDINGS INC -W/I | 16.9M | $1.8B | 1.3% | $49.37 | +9.54% | 8 qtrssince 2019-Q1 | Increased 81 |
UNITEDHEALTH GROUP INC | 4.8M | $1.7B | 1.2% | $274.83 | +15.71% | 9 qtrssince 2018-Q4 | Increased 80 |
BOOKING HOLDINGS INC | 727,346 | $1.6B | 1.1% | $78.37 | +11.60% | 9 qtrssince 2018-Q4 | Increased 81 |
VISA INC-CLASS A SHARES | 7.4M | $1.6B | 1.1% | $173.21 | +21.06% | 9 qtrssince 2018-Q4 | Increased 81 |
SEA LTD-ADR | 8M | $1.6B | 1.1% | $147.86 | +33.06% | 4 qtrssince 2020-Q1 | Increased 81 |
MERCADOLIBRE INC | 918,846 | $1.5B | 1.1% | $1,053.89 | +62.53% | 6 qtrssince 2019-Q3 | Increased 76 |
PROCTER & GAMBLE CO/THE | 10.2M | $1.4B | 1.0% | $103.09 | +16.51% | 9 qtrssince 2018-Q4 | Increased 73 |
TEXAS INSTRUMENTS INC | 8.4M | $1.4B | 1.0% | $116.97 | +19.72% | 9 qtrssince 2018-Q4 | Increased 73 |
JPMORGAN CHASE & CO | 10.6M | $1.4B | 0.9% | $96.46 | +13.63% | 9 qtrssince 2018-Q4 | Increased 73 |
ALCON INC | 20.9M | $1.2B | 0.9% | $58.77 | +11.68% | 7 qtrssince 2019-Q2 | Increased 73 |
SCHRODER INVESTMENT MANAGEMENT GROUP manages $142.4B across 1446 positions as of Q4 2020. Top holdings: BABA (7.3%), MSFT (2.7%), AMZN (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 211 new positions, 91 exits, 1100 increased. Top move: BABA (INCREASED, conviction 96). Portfolio: $142.4B 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
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