SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,183 positions
Microsoft Corp. | 11.8M | $4.4B | 5.7% | $210.12 | +75.22% | 21 qtrssince 2018-Q4 | Increased 64 |
Alphabet Inc. | 20.2M | $2.8B | 3.7% | $91.96 | +50.47% | 21 qtrssince 2018-Q4 | Increased 63 |
Apple Inc. | 11.5M | $2.2B | 2.9% | $110.55 | +72.06% | 21 qtrssince 2018-Q4 | Increased 56 |
Amazon.com, Inc. | 10.6M | $1.6B | 2.1% | $132.79 | +14.42% | 21 qtrssince 2018-Q4 | Increased 58 |
NVIDIA Corp. | 3.2M | $1.6B | 2.0% | $20.31 | +143.08% | 21 qtrssince 2018-Q4 | Decreased 0 |
Booking Holdings Inc | 412,822 | $1.5B | 1.9% | $82.36 | +68.29% | 21 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 5.2M | $1.4B | 1.8% | $186.18 | +36.97% | 21 qtrssince 2018-Q4 | Increased 51 |
Eli Lilly & Co. | 2.2M | $1.3B | 1.7% | $206.43 | +177.13% | 21 qtrssince 2018-Q4 | Decreased 0 |
Adobe Inc | 2M | $1.2B | 1.5% | $414.89 | +43.80% | 21 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 3.3M | $1.2B | 1.5% | $254.19 | +37.93% | 21 qtrssince 2018-Q4 | Increased 60 |
TAIWAN SEMICONDUCTOR MFG LTD | 9.6M | $993.6M | 1.3% | $96.38 | +4.17% | 21 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 1.8M | $968.3M | 1.3% | $327.54 | +51.46% | 21 qtrssince 2018-Q4 | Increased 56 |
INTEL CORP | 18.3M | $918.3M | 1.2% | $39.77 | +24.68% | 21 qtrssince 2018-Q4 | Increased 58 |
LULULEMON ATHLETICA INC | 1.7M | $873.8M | 1.1% | $377.13 | +35.57% | 20 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 5.1M | $868.2M | 1.1% | $112.95 | +42.02% | 21 qtrssince 2018-Q4 | Increased 51 |
Merck & Co., Inc | 7.5M | $822.5M | 1.1% | $72.15 | +38.89% | 21 qtrssince 2018-Q4 | Increased 53 |
MasterCard Incorporated | 1.7M | $710.4M | 0.9% | $318.62 | +31.69% | 21 qtrssince 2018-Q4 | Increased 46 |
ANTHEM INC | 1.5M | $704.2M | 0.9% | $341.49 | +31.74% | 21 qtrssince 2018-Q4 | Increased 50 |
Thermo Fisher Scientific Inc | 1.3M | $692.9M | 0.9% | $441.94 | +19.03% | 21 qtrssince 2018-Q4 | Increased 51 |
Lowes Companies, Inc. | 2.9M | $634.5M | 0.8% | $188.67 | +11.74% | 21 qtrssince 2018-Q4 | Increased 45 |
SCHRODER INVESTMENT MANAGEMENT GROUP manages $77.1B across 1183 positions as of Q4 2023. Top holdings: MSFT (5.7%), GOOGL (3.7%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 125 new positions, 135 exits, 466 increased. Top move: MSFT (INCREASED, conviction 64). Portfolio: $77.1B across 1183 positions.
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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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