SCHRODER INVESTMENT MANAGEMENT GROUP
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,193 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 13.3M | $5.6B | 5.4% | $236.95 | +77.98% | 25 qtrssince 2018-Q4 | Increased 66 |
NVIDIA CORP | 34.3M | $4.6B | 4.4% | $115.63 | +18.87% | 25 qtrssince 2018-Q4 | Increased 64 |
ALPHABET INC-CL A | 23.4M | $4.4B | 4.2% | $110.21 | +72.84% | 25 qtrssince 2018-Q4 | Increased 60 |
APPLE INC | 15.9M | $4B | 3.8% | $159.04 | +56.32% | 25 qtrssince 2018-Q4 | Increased 68 |
AMAZON.COM INC | 14M | $3.1B | 2.9% | $134.92 | +64.03% | 25 qtrssince 2018-Q4 | Increased 61 |
META PLATFORMS INC-CLASS A | 4.3M | $2.5B | 2.4% | $323.53 | +82.17% | 25 qtrssince 2018-Q4 | Increased 62 |
VISA INC-CLASS A SHARES | 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% | $84.01 | +133.69% | 25 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 6.5M | $1.5B | 1.5% | $164.27 | +39.35% | 25 qtrssince 2018-Q4 | Increased 53 |
JPMORGAN CHASE & CO | 6.1M | $1.5B | 1.4% | $129.70 | +79.88% | 25 qtrssince 2018-Q4 | Increased 54 |
NETFLIX INC | 1.5M | $1.3B | 1.3% | $48.31 | +86.36% | 25 qtrssince 2018-Q4 | Increased 57 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 6.6M | $1.3B | 1.3% | $97.17 | +103.50% | 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 INC - A | 2M | $1B | 1.0% | $345.37 | +51.07% | 25 qtrssince 2018-Q4 | Increased 49 |
UNITEDHEALTH GROUP INC | 2M | $1B | 1.0% | $415.67 | +19.23% | 25 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 3M | $999.4M | 1.0% | $237.47 | +39.17% | 25 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 2.4M | $949.8M | 0.9% | $312.30 | +33.66% | 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% | $467.57 | +10.57% | 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 Rating: 3.5/5.0.
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
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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer