
SCHRODER INVESTMENT MANAGEMENT GROUP
Current Portfolio:
$131.91B
Previous Portfolio:
$127.81B
Change:
+3.21%
Current Portfolio
$131.91B
Previous Portfolio
$127.81B
Change
+3.21%
Holdings: 1142
Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | 6.25% | Increased | $8.24B | 44,203,000 | +6,277,272 | |
| 2 | MSFT MICROSOFT CORP | 5.82% | Increased | $7.68B | 15,881,388 | +397,596 | Technology |
| 3 | GOOGL ALPHABET INC | 5.80% | Reduced | $7.65B | 24,428,167 | -520,486 | Communication Services |
| 4 | AAPL APPLE INC | 3.38% | Increased | $4.45B | 16,383,661 | +962,518 | |
| 5 | AVGO BROADCOM INC | 2.77% | Increased | $3.65B | 10,540,846 | +567,886 | Technology |
| 6 | AMZN AMAZON COM INC | 2.62% | Increased | $3.46B | 14,998,243 | +543,696 | Consumer Cyclical |
| 7 | META META PLATFORMS INC | 2.57% | Reduced | $3.39B | 5,133,381 | -143,254 | Communication Services |
| 8 | V VISA INC | 1.85% | Increased | $2.45B | 6,974,884 | +39,462 | Financial Services |
| 9 | TSM TAIWAN SEMICONDUCTOR MFG LTD | 1.67% | Increased | $2.20B | 7,251,510 | +37,035 | Electronic technology |
| 10 | JPM JPMORGAN CHASE & CO. | 1.62% | Increased | $2.13B | 6,613,948 | +215,818 | Financial Services |
Portfolio Changes
Buy Positions
New Buy
- AMERESCO INC

Current 1.13%
+23,669,250Shares
- GNRSPDR INDEX SHS FDS

Current 0.12%
+2,491,686Shares
- EFVISHARES TR

Current 0.08%
+1,412,071Shares
- TECHBIO-TECHNE CORP

Current 0.04%
+863,790Shares
- HHYATT HOTELS CORP

Current 0.03%
+235,049Shares
Additional Buy
- NVDANVIDIA CORPORATION

+16.55%
+6,277,272Shares
- MSFTMICROSOFT CORP

+2.57%
+397,596Shares
- AAPLAPPLE INC

+6.24%
+962,518Shares
- AVGOBROADCOM INC

+5.69%
+567,886Shares
- AMZNAMAZON COM INC

+3.76%
+543,696Shares
Sell Positions
Full Exit
- FORTINET INC

Full Exit
0Shares
- RTX CORPORATION

Full Exit
0Shares
- VERISIGN INC

Full Exit
0Shares
- QQQINVESCO QQQ TR

Full Exit
0Shares
- NEXTRACKER INC

Full Exit
0Shares
Partial Exit
- GOOGLALPHABET INC

-2.09%
-520,486Shares
- METAMETA PLATFORMS INC

-2.71%
-143,254Shares
- MELIMERCADOLIBRE INC

-12.80%
-73,330Shares
- VOOVANGUARD INDEX FDS

-9.84%
-114,460Shares
- BKNGBOOKING HOLDINGS INC

-65.18%
-226,796Shares