test

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
CATCaterpillar Inc
Recent Activity
Decreased -5.84%
0.26%
$245.343M
627,347 shares@ $391.09 avg price
HTHTH World Group Ltd
Recent Activity
Decreased -42.75%
0.25%
$242.806M
6.527M shares@ $37.2 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -2.25%
0.25%
$242.384M
2.335M shares@ $103.81 avg price
HDBHdfc Bank Ltd
Recent Activity
Decreased -2.7%
0.25%
$240.749M
3.848M shares@ $62.57 avg price
OTISOtis Worldwide Corp
Recent Activity
Decreased -15.48%
0.25%
$234.676M
2.247M shares@ $104.44 avg price
PDDPdd Holdings Inc
Recent Activity
Decreased -16.54%
0.23%
$221.296M
1.635M shares@ $135.39 avg price
ORLYOreilly Automotive Inc
Recent Activity
Decreased -5.06%
0.21%
$200.465M
174,921 shares@ $1146.03 avg price
PEPPepsico Inc
Recent Activity
Decreased -52.59%
0.2%
$192.964M
1.135M shares@ $170.0 avg price
BEKEKe Hldgs Inc
Recent Activity
Decreased -3.65%
0.2%
$190.42M
9.521M shares@ $20.0 avg price
NVRNvr Inc
Recent Activity
Decreased -6.75%
0.19%
$179.106M
18,399 shares@ $9734.56 avg price