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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
GOOGAlphabet Inc
Recent Activity
Decreased -7.68%
0.4%
$385.418M
2.305M shares@ $167.2 avg price
SYKStryker Corporation
Recent Activity
Decreased -8.54%
0.4%
$382.965M
1.065M shares@ $359.48 avg price
ARMArm Holdings Plc
Recent Activity
Decreased -22.55%
0.38%
$370.34M
2.59M shares@ $143.01 avg price
LULULululemon Athletica Inc
Recent Activity
Decreased -2.02%
0.38%
$368.859M
1.359M shares@ $271.35 avg price
CDNSCadence Design System Inc
Recent Activity
Increased 90.48%
0.38%
$365.397M
1.348M shares@ $271.04 avg price
KLACKla Corp
Recent Activity
Increased 4.06%
0.37%
$357.489M
461,627 shares@ $774.41 avg price
AXPAmerican Express Co
Recent Activity
Decreased -2.17%
0.37%
$355.227M
1.311M shares@ $271.07 avg price
GEVGe Vernova Inc
Recent Activity
Increased 768.15%
0.37%
$353.697M
1.387M shares@ $254.99 avg price
TSLATesla Inc
Recent Activity
Increased 15.74%
0.37%
$351.684M
1.344M shares@ $261.64 avg price
CBChubb Limited
Recent Activity
Increased 3.12%
0.36%
$351.151M
1.213M shares@ $289.57 avg price