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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
PGProcter And Gamble Co
Recent Activity
Increased 3.6%
0.82%
$793.665M
4.582M shares@ $173.2 avg price
KOCoca Cola Co
Recent Activity
Increased 6.25%
0.78%
$754.892M
10.505M shares@ $71.86 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -27.33%
0.77%
$749.835M
6.603M shares@ $113.56 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -6.17%
0.76%
$741.168M
2.736M shares@ $270.85 avg price
TMETencent Music Entmt Group
Recent Activity
Increased 251.52%
0.73%
$711.883M
59.077M shares@ $12.06 avg price
SPOTSpotify Technology S A
Recent Activity
Increased 5.39%
0.72%
$702.367M
1.906M shares@ $368.53 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 9.65%
0.67%
$652.46M
3.159M shares@ $206.57 avg price
TCOMTrip Com Group Ltd
Recent Activity
Decreased -14.79%
0.63%
$612.185M
9.983M shares@ $61.33 avg price
VOOVanguard Index Fds
Recent Activity
Increased 6.66%
0.62%
$601.271M
1.144M shares@ $525.38 avg price
IVVIshares Tr
Recent Activity
Decreased -3.36%
0.62%
$599.519M
1.044M shares@ $574.08 avg price