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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ANETArista Networks Inc
| 0.62% | $599.042M 1.561M shares@ $383.83 avg price | Increased 6.4% |
FWONKLiberty Media Corp Del
| 0.6% | $584.41M 7.478M shares@ $78.16 avg price | Decreased -3.76% |
ITUBItau Unibanco Hldg S A
| 0.58% | $563.581M 83.124M shares@ $6.78 avg price | Decreased -2.92% |
HDHome Depot Inc
| 0.58% | $560.503M 1.403M shares@ $399.53 avg price | Increased 7.17% |
INTUIntuit
| 0.56% | $545.675M 878,703 shares@ $621.0 avg price | Decreased -7.53% |
ABBVAbbvie Inc
| 0.54% | $525.661M 2.662M shares@ $197.48 avg price | Increased 27.16% |
BSXBoston Scientific Corp
| 0.54% | $519.649M 6.201M shares@ $83.8 avg price | Increased 42.14% |
PHParker-hannifin Corp
| 0.53% | $516.083M 816,819 shares@ $631.82 avg price | Increased 0.96% |
TJXTjx Cos Inc New
| 0.53% | $511.21M 4.349M shares@ $117.55 avg price | Increased 2.26% |
MSMorgan Stanley
| 0.52% | $503.342M 4.829M shares@ $104.25 avg price | Increased 3.41% |