SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,193 positions
MICROSOFT CORP | 13.3M | $5.6B | 5.4% | $235.20 | +76.78% | 25 qtrssince 2018-Q4 | Increased 66 |
NVIDIA CORPORATION | 34.3M | $4.6B | 4.4% | $31.63 | +323.50% | 25 qtrssince 2018-Q4 | Increased 64 |
ALPHABET INC | 23.4M | $4.4B | 4.2% | $103.10 | +82.53% | 25 qtrssince 2018-Q4 | Increased 60 |
APPLE INC | 15.9M | $4B | 3.8% | $147.23 | +68.86% | 25 qtrssince 2018-Q4 | Increased 68 |
AMAZON COM INC | 14M | $3.1B | 2.9% | $149.26 | +46.99% | 25 qtrssince 2018-Q4 | Increased 61 |
META PLATFORMS INC | 4.3M | $2.5B | 2.4% | $323.11 | +80.18% | 25 qtrssince 2018-Q4 | Increased 62 |
VISA INC | 6.6M | $2.1B | 2.0% | $208.25 | +49.79% | 25 qtrssince 2018-Q4 | Increased 61 |
BOOKING HOLDINGS INC | 344,230 | $1.7B | 1.6% | $83.81 | +133.69% | 25 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 6.5M | $1.5B | 1.5% | $84.68 | +169.84% | 25 qtrssince 2018-Q4 | Increased 53 |
JPMORGAN CHASE & CO | 6.1M | $1.5B | 1.4% | $128.88 | +79.59% | 25 qtrssince 2018-Q4 | Increased 54 |
NETFLIX INC | 1.5M | $1.3B | 1.3% | $48.53 | +83.67% | 25 qtrssince 2018-Q4 | Increased 57 |
TAIWAN SEMICONDUCTOR MFG LTD | 6.6M | $1.3B | 1.3% | $96.38 | +100.61% | 25 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 1.7M | $1.3B | 1.2% | $208.20 | +266.28% | 25 qtrssince 2018-Q4 | Increased 50 |
MASTERCARD INCORPORATED | 2M | $1B | 1.0% | $344.90 | +51.06% | 25 qtrssince 2018-Q4 | Increased 49 |
UNITEDHEALTH GROUP INC | 2M | $1B | 1.0% | $410.33 | +17.99% | 25 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE INC | 3M | $999.4M | 1.0% | $237.47 | +39.17% | 25 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 2.4M | $949.8M | 0.9% | $304.35 | +32.69% | 21 qtrssince 2019-Q4 | Increased 68 |
MORGAN STANLEY | 7.3M | $915.7M | 0.9% | $90.75 | +32.57% | 25 qtrssince 2018-Q4 | Increased 62 |
ADOBE INC | 2M | $900.1M | 0.9% | $430.60 | +3.27% | 25 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.7M | $873.5M | 0.8% | $467.80 | +10.51% | 25 qtrssince 2018-Q4 | Increased 47 |
SCHRODER INVESTMENT MANAGEMENT GROUP manages $104.4B across 1193 positions as of Q4 2024. Top holdings: MSFT (5.4%), NVDA (4.4%), GOOGL (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 102 new positions, 106 exits, 516 increased. Top move: AAPL (INCREASED, conviction 68). Portfolio: $104.4B across 1193 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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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
Verify source filings on SEC EDGAR