Fund HoldingsSCHRODER INVESTMENT MANAGEMENT GROUP

Total Portfolio Value
$104.37B
Total Bought
$16.60B
Total Sold
$8.69B
Net Transaction
+$7.91B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLE INC(AAPL)13,552,37915,891,824+2,339,4453,157,7043,979,6313.81%+821,926
NVIDIA CORPORATION(NVDA)034,257,095+34,257,09504,600,3854.41%+4,600,385
AMAZON COM INC(AMZN)013,971,998+13,971,99803,065,3172.94%+3,065,317
ALPHABET INC(GOOG)023,396,772+23,396,77204,429,0094.24%+4,429,009
TESLA INC(TSLA)1,344,2042,351,851+1,007,647351,684949,7720.91%+598,087
VISA INC(V)5,995,0356,641,045+646,0101,648,3352,098,8362.01%+450,501
BROADCOM INC(AVGO)6,173,8806,530,721+356,8411,064,9941,514,0821.45%+449,088
MORGAN STANLEY(MS)4,828,6867,282,156+2,453,470503,342915,7310.88%+412,389
NETFLIX INC(NFLX)01,498,474+1,498,47401,335,6201.28%+1,335,620
SERVICENOW INC(NOW)190,806486,902+296,096170,655516,1750.49%+345,520
META PLATFORMS INC(META)3,819,2294,309,806+490,5772,186,2792,523,4352.42%+337,155
LULULEMON ATHLETICA INC(LULU)01,781,237+1,781,2370681,1630.65%+681,163
JPMORGAN CHASE & CO.(JPM)5,748,3956,138,808+390,4131,210,0371,469,1401.41%+259,102
CADENCE DESIGN SYSTEM INC(CDNS)1,348,1782,064,219+716,041365,397623,1050.60%+257,708
BRISTOL-MYERS SQUIBB CO(BMY)7,626,35311,413,428+3,787,075394,588639,8370.61%+245,249
FERGUSON ENTERPRISES INC(FERG)01,380,072+1,380,0720239,5390.23%+239,539
LIBERTY MEDIA CORP DEL(FWONA)08,595,864+8,595,8640796,4930.76%+796,493
MICROSOFT CORP(MSFT)013,327,049+13,327,04905,617,3515.38%+5,617,351
HDFC BANK LTD(HDB)07,008,828+7,008,8280447,5840.43%+447,584
FORTINET INC2,699,3394,126,449+1,427,110209,334389,8670.37%+180,533
SALESFORCE INC(CRM)3,011,5702,989,116-22,454824,297999,3510.96%+175,054
PNC FINL SVCS GROUP INC(PNC)518,1211,378,675+860,55495,775265,4360.25%+169,662
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)604,224983,715+379,491222,717379,9300.36%+157,213
SPOTIFY TECHNOLOGY S A(SPOT)1,905,8621,912,937+7,075702,367855,8100.82%+153,442
BOSTON SCIENTIFIC CORP(BSX)6,201,0577,482,062+1,281,005519,649668,2980.64%+148,649
MAKEMYTRIP LIMITED MAURITIUS
SHS
04,118,898+4,118,8980462,4700.44%+462,470
MASTERCARD INCORPORATED(MA)1,815,4071,965,409+150,002896,4481,034,9250.99%+138,477
CEMEX SAB DE CV(CX)026,739,107+26,739,1070150,8090.14%+150,809
GE VERNOVA INC(GEV)1,387,1541,465,804+78,650353,697482,1470.46%+128,450
PUBLIC SVC ENTERPRISE GRP IN(PEG)633,7492,117,411+1,483,66256,537178,9000.17%+122,363
BOOKING HOLDINGS INC(BKNG)378,269344,230-34,0391,593,3141,710,2791.64%+116,965
ALPHABET INC(GOOG)02,607,560+2,607,5600496,5840.48%+496,584
WALMART INC(WMT)5,835,0116,426,063+591,052471,177580,5950.56%+109,418
NEXTERA ENERGY INC(NEE)5,565,7708,064,781+2,499,011470,530578,1640.55%+107,634
ORACLE CORP(ORCL)1,776,2392,424,680+648,441299,723404,0490.39%+104,326
ISHARES TR01,118,327+1,118,3270123,6530.12%+123,653
BERKSHIRE HATHAWAY INC DEL862,3821,079,622+217,240394,514489,3710.47%+94,857
SHOPIFY INC(SHOP)0877,716+877,716093,6440.09%+93,644
PAYCHEX INC(PAYX)726,8011,355,713+628,91296,657189,7460.18%+93,088
LEAR CORP(LEA)0966,543+966,543090,7000.09%+90,700
TRIP COM GROUP LTD(TCOM)9,983,45510,196,836+213,381612,185700,1150.67%+87,929
EMERSON ELEC CO(EMR)04,376,492+4,376,4920542,3790.52%+542,379
EQUINIX INC(EQIX)278,699348,714+70,015247,382328,7990.32%+81,417
AMERICAN EXPRESS CO(AXP)1,310,5111,465,321+154,810355,227435,6840.42%+80,457
VERTIV HOLDINGS CO(VRT)597,8141,167,536+569,72258,831135,6210.13%+76,790
SELECT SECTOR SPDR TR
ST STR FINL ETF
01,707,047+1,707,047082,4160.08%+82,416
MOTOROLA SOLUTIONS INC(MSI)667,497799,208+131,711300,127369,4180.35%+69,291
VANGUARD INDEX FDS1,144,4491,239,165+94,716601,271670,3760.64%+69,105
SPDR SER TR
ST BLOO HIGH ETF
0841,294+841,294080,3350.08%+80,335
GOLDMAN SACHS GROUP INC(GS)0174,815+174,8150100,1030.10%+100,103
COTERRA ENERGY INC011,776,525+11,776,5250300,5370.29%+300,537
ISHARES INC
MSCI GBL GOLD MN
02,234,798+2,234,798062,4180.06%+62,418
APPLOVIN CORP(APP)766,253475,534-290,71997,889159,4850.15%+61,596
ELECTRONIC ARTS INC(EA)0801,915+801,9150117,5130.11%+117,513
PINTEREST INC(PINS)02,719,355+2,719,355079,2690.08%+79,269
MEDTRONIC PLC(MDT)02,892,366+2,892,3660230,2610.22%+230,261
ISHARES TR0262,621+262,621057,9550.06%+57,955
EAST WEST BANCORP INC(EWBC)2,648,1872,831,862+183,675215,907272,6520.26%+56,745
KIMCO RLTY CORP(KIM)03,114,647+3,114,647072,3530.07%+72,353
TWILIO INC(TWLO)0521,882+521,882056,6870.05%+56,687
CISCO SYS INC(CSCO)03,793,175+3,793,1750224,5180.22%+224,518
STRYKER CORPORATION(SYK)01,214,877+1,214,8770437,4160.42%+437,416
ISHARES INC
CORE MSCI EMKT
01,035,954+1,035,954054,1910.05%+54,191
ESSEX PPTY TR INC(ESS)0197,436+197,436055,8350.05%+55,835
SNOWFLAKE INC(SNOW)0519,858+519,858080,2710.08%+80,271
DUPONT DE NEMOURS INC(DD)01,145,108+1,145,108086,9710.08%+86,971
GE AEROSPACE(GE)756,2261,134,597+378,371140,189190,7260.18%+50,537
AT&T INC(T)05,285,236+5,285,2360120,3450.12%+120,345
COSTCO WHSL CORP NEW(COST)0588,028+588,0280542,2850.52%+542,285
FIDELITY NATL INFORMATION SV(FIS)0671,309+671,309054,1010.05%+54,101
RTX CORPORATION0637,058+637,058073,4020.07%+73,402
DIGITAL RLTY TR INC(DLR)01,221,433+1,221,4330215,2410.21%+215,241
MARVELL TECHNOLOGY INC(MRVL)0698,996+698,996077,2040.07%+77,204
ISHARES TR01,088,541+1,088,5410643,3060.62%+643,306
GILEAD SCIENCES INC(GILD)2,003,3542,286,141+282,787167,500210,3480.20%+42,847
VANECK ETF TRUST
GOLD MINERS ETF
01,793,072+1,793,072060,5520.06%+60,552
TRACTOR SUPPLY CO(TSCO)0878,613+878,613046,2060.04%+46,206
US BANCORP DEL(USB)02,491,162+2,491,1620118,9530.11%+118,953
INTERNATIONAL BUSINESS MACHS(IBM)997,8771,186,591+188,714220,611260,8480.25%+40,238
AMETEK INC0274,703+274,703049,5180.05%+49,518
HEWLETT PACKARD ENTERPRISE C(HPE)04,387,525+4,387,525093,8930.09%+93,893
ILLINOIS TOOL WKS INC(ITW)1,516,5931,721,920+205,327398,060436,2140.42%+38,154
PVH CORPORATION(PVH)0359,809+359,809038,0350.04%+38,035
COMFORT SYS USA INC(FIX)089,131+89,131037,7970.04%+37,797
CARNIVAL CORP02,993,109+2,993,109074,5880.07%+74,588
CINTAS CORP(CTAS)729,5031,008,418+278,915150,190184,2380.18%+34,048
VERISIGN INC0375,610+375,610077,0380.07%+77,038
TEVA PHARMACEUTICAL INDS LTD(TEVA)02,229,786+2,229,786049,7690.05%+49,769
MORNINGSTAR INC(MORN)0100,185+100,185033,8290.03%+33,829
PALO ALTO NETWORKS INC(PANW)02,080,724+2,080,7240378,6090.36%+378,609
BLACKSTONE INC(BX)0357,336+357,336061,4800.06%+61,480
TRIMBLE INC(TRMB)0456,512+456,512032,2570.03%+32,257
GRUPO AEROPORTUARIO DEL SURE0182,626+182,626047,3790.05%+47,379
ROBERT HALF INC.(RHI)0724,419+724,419050,9560.05%+50,956
WESTLAKE CORPORATION(WLK)0364,274+364,274041,3270.04%+41,327
DOCUSIGN INC(DOCU)0825,227+825,227075,6730.07%+75,673
RALPH LAUREN CORP(RL)0136,239+136,239031,6370.03%+31,637
TJX COS INC NEW(TJX)4,349,2444,464,403+115,159511,210539,3450.52%+28,134
CUMMINS INC(CMI)0243,541+243,541084,8520.08%+84,852
SYNCHRONY FINANCIAL(SYF)0667,172+667,172043,3660.04%+43,366
Page 1 of 1