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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
COSTCostco Whsl Corp New
Recent Activity
Decreased -16.4%
0.51%
$492.123M
555,682 shares@ $885.63 avg price
UBERUber Technologies Inc
Recent Activity
Increased 64.25%
0.5%
$481.975M
6.413M shares@ $75.16 avg price
WMTWalmart Inc
Recent Activity
Increased 9.13%
0.49%
$471.177M
5.835M shares@ $80.76 avg price
NEENextera Energy Inc
Recent Activity
Increased 39.42%
0.49%
$470.53M
5.566M shares@ $84.54 avg price
EMREmerson Elec Co
Recent Activity
Decreased -7.32%
0.48%
$459.221M
4.205M shares@ $109.22 avg price
IBNIcici Bank Limited
Recent Activity
Increased 13.86%
0.47%
$450.264M
14.714M shares@ $30.61 avg price
PBRPetroleo Brasileiro Sa Petro
Recent Activity
Decreased -1.22%
0.46%
$444.072M
30.458M shares@ $14.58 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Decreased -1.07%
0.41%
$398.06M
1.517M shares@ $262.48 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 14.28%
0.41%
$394.588M
7.626M shares@ $51.74 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 4.25%
0.41%
$394.514M
862,382 shares@ $457.48 avg price