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Shanak Patnaik

@Schroder Investment Management Group

Latest period2024 - Q3ReportedManaged Assets$97.575BTotal holdings1197
Assets growth rate7.61%Assets growth rate (2-Q avg)7.14%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Schroder Investment Management Group's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1197 positions.

Assets under management

The assets under management (AUM) of Schroder Investment Management Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 97.575B in assets, with a quarterly growth rate of 7.61% and a 2-quarter average growth rate of 7.14%. The portfolio is managed by Shanak Patnaik, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.7%
1.25%
$1.21B
5.748M shares@ $210.51 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 56.28%
1.23%
$1.199B
2.06M shares@ $581.85 avg price
ADBEAdobe Inc
Recent Activity
Increased 5.41%
1.16%
$1.127B
2.176M shares@ $517.79 avg price
AVGOBroadcom Inc
Recent Activity
Increased 952.5%
1.1%
$1.065B
6.174M shares@ $172.51 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 1.01%
1.03%
$995.338M
1.609M shares@ $618.58 avg price
NFLXNetflix Inc
Recent Activity
Decreased -6.56%
0.97%
$945.22M
1.333M shares@ $709.28 avg price
MAMastercard Incorporated
Recent Activity
Increased 3.43%
0.92%
$896.448M
1.815M shares@ $493.81 avg price
ELVElevance Health Inc
Recent Activity
Decreased -18.22%
0.91%
$882.454M
1.684M shares@ $523.95 avg price
MELIMercadolibre Inc
Recent Activity
Decreased -2.16%
0.86%
$830.828M
404,895 shares@ $2051.97 avg price
CRMSalesforce Inc
Recent Activity
Increased 1.57%
0.85%
$824.297M
3.012M shares@ $273.71 avg price