Fund HoldingsSCHRODER INVESTMENT MANAGEMENT GROUP

Total Portfolio Value
$99.06B
Total Bought
$9.81B
Total Sold
$12.80B
Net Transaction
-$2.99B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ARISTA NETWORKS INC(ANET)09,143,531+9,143,5310708,4410.72%+708,441
BLACKROCK INC(BLK)0369,090+369,0900349,4180.35%+349,418
TENCENT MUSIC ENTMT GROUP(TME)066,457,103+66,457,1030957,6470.97%+957,647
VISA INC(V)6,641,0456,615,833-25,2122,098,8362,318,5852.34%+219,749
CARRIER GLOBAL CORPORATION(CARR)06,512,123+6,512,1230412,8690.42%+412,869
HOWMET AEROSPACE INC(HWM)03,921,070+3,921,0700508,5240.51%+508,524
BERKSHIRE HATHAWAY INC DEL1,079,6221,300,032+220,410489,371684,2200.69%+194,849
SPOTIFY TECHNOLOGY S A(SPOT)1,912,9371,835,903-77,034855,8101,030,2351.04%+174,426
VERISIGN INC375,610965,456+589,84677,038242,2520.24%+165,215
LAM RESEARCH CORP(LRCX)02,187,788+2,187,7880159,0520.16%+159,052
T-MOBILE US INC(TMUS)01,130,272+1,130,2720299,4430.30%+299,443
ABBVIE INC(ABBV)02,741,441+2,741,4410574,3870.58%+574,387
HDFC BANK LTD(HDB)7,008,8288,922,465+1,913,637447,584590,0430.60%+142,459
ELI LILLY & CO(LLY)01,736,331+1,736,33101,434,0531.45%+1,434,053
COCA COLA CO(KO)09,100,668+9,100,6680651,7900.66%+651,790
FORTINET INC4,126,4495,373,845+1,247,396389,867517,2860.52%+127,419
MERCADOLIBRE INC(MELI)0447,632+447,6320873,2720.88%+873,272
TRANE TECHNOLOGIES PLC(TT)0650,641+650,6410216,0130.22%+216,013
GE AEROSPACE(GE)1,134,5971,462,505+327,908190,726292,3260.30%+101,600
KANZHUN LIMITED(BZ)015,771,822+15,771,8220302,3460.31%+302,346
WASTE CONNECTIONS INC(WCN)0824,793+824,7930159,0450.16%+159,045
INTERNATIONAL BUSINESS MACHS(IBM)1,186,5911,402,567+215,976260,848348,7620.35%+87,914
COTERRA ENERGY INC11,776,52513,433,271+1,656,746300,537384,5950.39%+84,058
BOSTON SCIENTIFIC CORP(BSX)7,482,0627,422,182-59,880668,298748,7500.76%+80,452
INTUIT(INTU)0642,567+642,5670394,5300.40%+394,530
MEDTRONIC PLC(MDT)2,892,3663,475,394+583,028230,261304,5490.31%+74,288
VANGUARD INTL EQUITY INDEX F02,208,581+2,208,5810255,7980.26%+255,798
MCKESSON CORP(MCK)0171,690+171,6900115,5460.12%+115,546
DEERE & CO(DE)0456,226+456,2260211,5470.21%+211,547
FOMENTO ECONOMICO MEXICANO S(FMX)04,258,770+4,258,7700426,4310.43%+426,431
ISHARES TR0570,395+570,395066,3030.07%+66,303
NEXTERA ENERGY INC(NEE)8,064,7819,094,681+1,029,900578,164640,7200.65%+62,556
AUTOZONE INC(AZO)087,374+87,3740329,4870.33%+329,487
PROCTER AND GAMBLE CO(PG)05,000,842+5,000,8420852,2430.86%+852,243
OREILLY AUTOMOTIVE INC(ORLY)0191,646+191,6460274,5480.28%+274,548
PAYCHEX INC(PAYX)1,355,7131,616,450+260,737189,746244,1320.25%+54,387
SPDR INDEX SHS FDS
ST STR EU 50 ETF
0995,095+995,095054,7400.06%+54,740
ITAU UNIBANCO HLDG S A(ITUB)076,291,031+76,291,0310421,1260.43%+421,126
NRG ENERGY INC(NRG)01,192,331+1,192,3310113,5100.11%+113,510
NEWMONT CORP(NEM)01,369,803+1,369,803066,1340.07%+66,134
RTX CORPORATION637,058931,151+294,09373,402122,6510.12%+49,249
JOHNSON & JOHNSON(JNJ)01,899,355+1,899,3550314,9890.32%+314,989
VALE S A020,644,843+20,644,8430206,0360.21%+206,036
ISHARES TR
FLTG RATE NT ETF
0851,628+851,628043,4760.04%+43,476
TERNIUM SA(TX)01,961,224+1,961,224061,1120.06%+61,112
ISHARES TR0480,389+480,389043,3020.04%+43,302
REXFORD INDL RLTY INC(REXR)02,807,375+2,807,3750109,4600.11%+109,460
FREEPORT-MCMORAN INC(FCX)01,920,261+1,920,261073,7760.07%+73,776
VERIZON COMMUNICATIONS INC(VZ)06,340,249+6,340,2490287,5940.29%+287,594
AT&T INC(T)5,285,2365,654,850+369,614120,345159,9190.16%+39,574
WELLTOWER INC(WELL)01,356,305+1,356,3050207,7990.21%+207,799
STRYKER CORPORATION(SYK)1,214,8771,277,887+63,010437,416475,6930.48%+38,277
INTEL CORP(INTC)05,193,011+5,193,0110117,9330.12%+117,933
ELEVANCE HEALTH INC(ELV)01,086,083+1,086,0830469,1880.47%+469,188
UMB FINL CORP(UMBF)0378,614+378,614037,9330.04%+37,933
XPO INC(XPO)0351,341+351,341037,6250.04%+37,625
CHEVRON CORP NEW(CVX)01,164,359+1,164,3590193,3880.20%+193,388
PETROLEO BRASILEIRO SA PETRO(PBR)029,799,818+29,799,8180427,3290.43%+427,329
VANGUARD INTL EQUITY INDEX F01,186,565+1,186,565053,7630.05%+53,763
VANECK ETF TRUST
GOLD MINERS ETF
1,793,0722,060,878+267,80660,55293,9140.09%+33,362
VANGUARD INDEX FDS1,239,1651,377,212+138,047670,376703,4800.71%+33,104
BARRICK GOLD CORP02,293,180+2,293,180043,8910.04%+43,891
CHENIERE ENERGY INC(LNG)0165,068+165,068038,1970.04%+38,197
AIRBNB INC0568,528+568,528068,6160.07%+68,616
CHUBB LIMITED
COM
01,236,806+1,236,8060366,6390.37%+366,639
AMEREN CORP(AEE)0316,188+316,188031,5240.03%+31,524
GILEAD SCIENCES INC(GILD)2,286,1412,154,903-131,238210,348240,8970.24%+30,549
WISDOMTREE TR(WT)0659,164+659,164031,5740.03%+31,574
WILLIAMS COS INC(WMB)0704,995+704,995041,7290.04%+41,729
IDACORP INC(IDA)0261,037+261,037030,0040.03%+30,004
BAKER HUGHES COMPANY(BKR)01,441,369+1,441,369062,0940.06%+62,094
PDD HOLDINGS INC(PDD)01,923,805+1,923,8050227,6820.23%+227,682
DEVON ENERGY CORP NEW(DVN)03,040,467+3,040,4670111,7680.11%+111,768
PALANTIR TECHNOLOGIES INC(PLTR)01,253,853+1,253,8530107,6430.11%+107,643
VANGUARD INTL EQUITY INDEX F0421,082+421,082029,8880.03%+29,888
MOOG INC(MOG-A)0163,326+163,326028,0510.03%+28,051
GOLD FIELDS LTD(GFI)02,572,771+2,572,771056,3690.06%+56,369
AUTOMATIC DATA PROCESSING IN0319,107+319,107097,4970.10%+97,497
REPUBLIC SVCS INC(RSG)0446,758+446,7580106,5700.11%+106,570
WILEY JOHN & SONS INC(WLY)01,584,777+1,584,777070,6180.07%+70,618
INVESCO EXCH TRADED FD TR II
SR LN ETF
01,757,225+1,757,225036,3920.04%+36,392
VENTAS INC(VTR)02,466,982+2,466,9820168,4460.17%+168,446
QUEST DIAGNOSTICS INC(DGX)0231,133+231,133038,6750.04%+38,675
SCHWAB CHARLES CORP(SCHW)0940,501+940,501073,1800.07%+73,180
EMCOR GROUP INC(EME)086,662+86,662032,1400.03%+32,140
H WORLD GROUP LTD(HTHT)06,405,075+6,405,0750237,0520.24%+237,052
INFOSYS LTD(INFY)05,726,141+5,726,1410104,0440.11%+104,044
ABBOTT LABS01,105,232+1,105,2320146,6090.15%+146,609
CENCORA INC0233,217+233,217064,8550.07%+64,855
MCDONALDS CORP(MCD)0973,975+973,9750304,2410.31%+304,241
SPRINGWORKS THERAPEUTICS INC0599,893+599,893028,4410.03%+28,441
ADVANCED MICRO DEVICES INC(AMD)01,994,374+1,994,3740204,9020.21%+204,902
CISCO SYS INC(CSCO)3,793,1754,026,764+233,589224,518245,0690.25%+20,551
INVESCO EXCH TRADED FD TR II0460,000+460,000020,4700.02%+20,470
META PLATFORMS INC(META)4,309,8064,413,124+103,3182,523,4352,543,5482.57%+20,114
ISHARES TR1,088,5411,188,226+99,685643,306663,1730.67%+19,867
REINSURANCE GRP OF AMERICA I(RGA)0519,813+519,8130101,8110.10%+101,811
SPDR SER TR
ST STR BLO 1 ETF
0214,179+214,179019,6470.02%+19,647
COEUR MNG INC(CDE)05,869,139+5,869,139035,7430.04%+35,743
ISHARES INC
MSCI GBL GOLD MN
2,234,7982,134,558-100,24062,41881,3270.08%+18,909
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