Fund Holdings — SCHRODER 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)31,394,00534,257,095+2,863,0903,812,4884,600,3854.41%+787,897
AMAZON COM INC(AMZN)12,520,13913,971,998+1,451,8592,332,8773,065,3172.94%+732,439
ALPHABET INC(GOOG)22,822,47123,396,772+574,3013,785,1074,429,0094.24%+643,902
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)1,332,6661,498,474+165,808945,2201,335,6201.28%+390,400
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)1,359,3471,781,237+421,890368,859681,1630.65%+312,304
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)7,478,0528,595,864+1,117,812584,410796,4930.76%+212,083
MICROSOFT CORP(MSFT)12,562,89213,327,049+764,1575,405,8125,617,3515.38%+211,539
HDFC BANK LTD(HDB)3,848,2957,008,828+3,160,533240,749447,5840.43%+206,834
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
3,431,3914,118,898+687,507318,948462,4700.44%+143,522
MASTERCARD INCORPORATED(MA)1,815,4071,965,409+150,002896,4481,034,9250.99%+138,477
CEMEX SAB DE CV(CX)3,162,19326,739,107+23,576,91419,289150,8090.14%+131,519
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)2,305,2722,607,560+302,288385,418496,5840.48%+111,165
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 TR262,0751,118,327+856,25227,117123,6530.12%+96,537
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)4,204,5464,376,492+171,946459,221542,3790.52%+83,158
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
250,0001,707,047+1,457,04711,28882,4160.08%+71,129
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
152,880841,294+688,41414,95080,3350.08%+65,385
GOLDMAN SACHS GROUP INC(GS)71,785174,815+103,03035,541100,1030.10%+64,561
COTERRA ENERGY INC9,966,91011,776,525+1,809,615236,614300,5370.29%+63,922
ISHARES INC
MSCI GBL GOLD MN
4,5292,234,798+2,230,26915262,4180.06%+62,266
APPLOVIN CORP(APP)766,253475,534-290,71997,889159,4850.15%+61,596
ELECTRONIC ARTS INC399,414801,915+402,50157,292117,5130.11%+60,221
PINTEREST INC(PINS)594,3452,719,355+2,125,01019,30479,2690.08%+59,965
MEDTRONIC PLC(MDT)1,926,5142,892,366+965,852172,076230,2610.22%+58,185
ISHARES TR830262,621+261,79118357,9550.06%+57,772
EAST WEST BANCORP INC(EWBC)2,648,1872,831,862+183,675215,907272,6520.26%+56,745
KIMCO RLTY CORP(KIM)693,7633,114,647+2,420,88415,92972,3530.07%+56,424
TWILIO INC(TWLO)12,729521,882+509,15382356,6870.05%+55,864
CISCO SYS INC(CSCO)3,184,5113,793,175+608,664168,843224,5180.22%+55,675
STRYKER CORPORATION(SYK)1,065,3611,214,877+149,516382,965437,4160.42%+54,451
ISHARES INC
CORE MSCI EMKT
17,9171,035,954+1,018,0371,04354,1910.05%+53,148
ESSEX PPTY TR INC(ESS)11,478197,436+185,9583,35355,8350.05%+52,482
SNOWFLAKE INC(SNOW)242,189519,858+277,66927,81880,2710.08%+52,453
DUPONT DE NEMOURS INC(DD)388,5041,145,108+756,60434,78786,9710.08%+52,184
GE AEROSPACE(GE)756,2261,134,597+378,371140,189190,7260.18%+50,537
AT&T INC(T)3,180,6335,285,236+2,104,60369,974120,3450.12%+50,371
COSTCO WHSL CORP NEW(COST)555,682588,028+32,346492,123542,2850.52%+50,162
FIDELITY NATL INFORMATION SV(FIS)65,669671,309+605,6405,45954,1010.05%+48,642
RTX CORPORATION215,921637,058+421,13725,99573,4020.07%+47,407
DIGITAL RLTY TR INC(DLR)1,047,9141,221,433+173,519168,882215,2410.21%+46,359
MARVELL TECHNOLOGY INC(MRVL)440,463698,996+258,53331,76677,2040.07%+45,438
ISHARES TR1,044,3311,088,541+44,210599,519643,3060.62%+43,787
GILEAD SCIENCES INC(GILD)2,003,3542,286,141+282,787167,500210,3480.20%+42,847
VANECK ETF TRUST
GOLD MINERS ETF
450,1871,793,072+1,342,88518,17060,5520.06%+42,382
TRACTOR SUPPLY CO(TSCO)13,693878,613+864,9203,91846,2060.04%+42,288
US BANCORP DEL(USB)1,722,1632,491,162+768,99977,463118,9530.11%+41,490
INTERNATIONAL BUSINESS MACHS(IBM)997,8771,186,591+188,714220,611260,8480.25%+40,238
AMETEK INC57,518274,703+217,1859,87649,5180.05%+39,642
HEWLETT PACKARD ENTERPRISE C(HPE)2,725,3684,387,525+1,662,15754,88993,8930.09%+39,004
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 CORP2,064,0152,993,109+929,09438,14374,5880.07%+36,445
CINTAS CORP(CTAS)729,5031,008,418+278,915150,190184,2380.18%+34,048
VERISIGN INC225,853375,610+149,75743,05777,0380.07%+33,981
TEVA PHARMACEUTICAL INDS LTD(TEVA)909,7102,229,786+1,320,07615,88449,7690.05%+33,885
MORNINGSTAR INC(MORN)0100,185+100,185033,8290.03%+33,829
PALO ALTO NETWORKS INC(PANW)1,013,5202,080,724+1,067,204346,421378,6090.36%+32,187
BLACKSTONE INC(BX)195,089357,336+162,24730,22761,4800.06%+31,253
TRIMBLE INC(TRMB)39,199456,512+417,3132,43432,2570.03%+29,823
GRUPO AEROPORTUARIO DEL SURE61,572182,626+121,05417,56847,3790.05%+29,811
ROBERT HALF INC.(RHI)323,050724,419+401,36921,76450,9560.05%+29,192
WESTLAKE CORPORATION(WLK)81,174364,274+283,10012,18341,3270.04%+29,143
DOCUSIGN INC(DOCU)760,999825,227+64,22846,93175,6730.07%+28,743
RALPH LAUREN CORP(RL)17,670136,239+118,5693,47331,6370.03%+28,165
TJX COS INC NEW(TJX)4,349,2444,464,403+115,159511,210539,3450.52%+28,134
CUMMINS INC(CMI)174,256243,541+69,28556,87784,8520.08%+27,975
SYNCHRONY FINANCIAL(SYF)315,436667,172+351,73615,73443,3660.04%+27,632
Page 1 of 13
SCHRODER INVESTMENT MANAGEMENT GROUP — 13F Holdings — Q4 2024 | TickerTrail