M&G INVESTMENT MANAGEMENT LTD

PrivateCIK: 922898
Location

LONDON, X0

350
Positions
$28.26B
Total AUM (reported)
18.78B
Total Shares

Allocation by class

TOTAL AUM$28.26B350 positions
COM$10.84B38.3%
SHS$7.34B26.0%
SHS NEW$3.47B12.3%
NOTE 3.500% 6/0$2.01B7.1%
ORD SHS$1.77B6.3%
COM CL A$426.47M1.5%
SPONSORED ADS$395.18M1.4%

Portfolio Concentration

Top 341.9%4–1017.6%11–2511.4%Rest29.1%TOP 1059.6%0%100%
Top 3$11.85B41.9%
4–10$4.98B17.6%
11–25$3.21B11.4%
Rest$8.21B29.1%

Top 3 weight

41.9%

Top 10 weight

59.6%

Voting Authority Distribution

Total shares with voting rights: 18.78B

Sole

Full voting authority

18.78B

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole350
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings350
Rows:

FERGUSON PLC NEW

SOLE
SHS
Shares331.48K
TypeSH
Market value$6.37B
22.56%
Sole
331.48K
Shared
0.00
None
0.00

DIVERSIFIED ENERGY COMPANY P

SOLE
SHS NEW
Shares2.43M
TypeSH
Market value$3.46B
12.24%
Sole
2.43M
Shared
0.00
None
0.00

INTERDIGITAL INC

SOLE
NOTE 3.500% 6/0
Shares6.63M
TypePRN
Market value$2.01B
7.12%
Sole
6.63M
Shared
0.00
None
0.00

BURFORD CAP LTD

SOLE
ORD SHS
Shares1.13M
TypeSH
Market value$1.75B
6.21%
Sole
1.13M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares2.32M
TypeSH
Market value$872.73M
3.09%
Sole
2.32M
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares639.50K
TypeSH
Market value$713.68M
2.53%
Sole
639.50K
Shared
0.00
None
0.00

METHANEX CORP

SOLE
COM
Shares13.11M
TypeSH
Market value$616.28M
2.18%
Sole
13.11M
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares7.19M
TypeSH
Market value$366.49M
1.30%
Sole
7.19M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares2.38M
TypeSH
Market value$332.83M
1.18%
Sole
2.38M
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares1.26M
TypeSH
Market value$327.12M
1.16%
Sole
1.26M
Shared
0.00
None
0.00

MEDTRONIC PLC

SOLE
SHS
Shares3.27M
TypeSH
Market value$267.94M
0.95%
Sole
3.27M
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares4.28M
TypeSH
Market value$261.16M
0.92%
Sole
4.28M
Shared
0.00
None
0.00

V F CORP

SOLE
COM
Shares12.41M
TypeSH
Market value$235.85M
0.83%
Sole
12.41M
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares445.19K
TypeSH
Market value$234.17M
0.83%
Sole
445.19K
Shared
0.00
None
0.00

CROWN CASTLE INC

SOLE
COM
Shares2M
TypeSH
Market value$229.90M
0.81%
Sole
2M
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares1.11M
TypeSH
Market value$220.48M
0.78%
Sole
1.11M
Shared
0.00
None
0.00

FRANCO NEV CORP

SOLE
COM
Shares1.94M
TypeSH
Market value$215.60M
0.76%
Sole
1.94M
Shared
0.00
None
0.00

COCA COLA CO

SOLE
COM
Shares3.63M
TypeSH
Market value$214.37M
0.76%
Sole
3.63M
Shared
0.00
None
0.00

ALEXANDRIA REAL ESTATE EQ IN

SOLE
COM
Shares1.63M
TypeSH
Market value$206.88M
0.73%
Sole
1.63M
Shared
0.00
None
0.00

ELEVANCE HEALTH INC

SOLE
COM
Shares436.28K
TypeSH
Market value$205.92M
0.73%
Sole
436.28K
Shared
0.00
None
0.00

LOWES COS INC

SOLE
COM
Shares892.14K
TypeSH
Market value$198.95M
0.70%
Sole
892.14K
Shared
0.00
None
0.00

BLACKROCK INC

SOLE
COM
Shares230.32K
TypeSH
Market value$187.02M
0.66%
Sole
230.32K
Shared
0.00
None
0.00

EQUINIX INC

SOLE
COM
Shares231.46K
TypeSH
Market value$186.32M
0.66%
Sole
231.46K
Shared
0.00
None
0.00

AMERICAN TOWER CORP NEW

SOLE
COM
Shares821.70K
TypeSH
Market value$177.49M
0.63%
Sole
821.70K
Shared
0.00
None
0.00

UBS GROUP AG

SOLE
SHS
Shares5.58M
TypeSH
Market value$172.53M
0.61%
Sole
5.58M
Shared
0.00
None
0.00
Page 1 of 14