ABN AMRO Bank N.V.
Institutional investor · Portfolio as of Q3 2024
Top Holdings156 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 992,635 | $423.4M | 5.8% | $282.15 | +50.29% | 7 qtrssince 2023-Q1 | Increased 61 |
INGERSOLL-RAND PLC | 997,671 | $384.7M | 5.3% | $178.13 | +113.56% | 7 qtrssince 2023-Q1 | Decreased 0 |
NVIDIA CORP | 2.9M | $348M | 4.8% | $119.44 | +1.61% | 7 qtrssince 2023-Q1 | Increased 77 |
LINDE PLC | 684,892 | $324M | 4.4% | $339.30 | +39.03% | 7 qtrssince 2023-Q1 | Decreased 0 |
MERCK & CO. INC. | 2.8M | $312.5M | 4.3% | $100.84 | +7.80% | 7 qtrssince 2023-Q1 | Increased 66 |
VISA INC-CLASS A SHARES | 1.1M | $307.1M | 4.2% | $223.48 | +21.20% | 7 qtrssince 2023-Q1 | Increased 58 |
XYLEM INC | 2.1M | $275.8M | 3.8% | $99.20 | +33.62% | 7 qtrssince 2023-Q1 | Increased 57 |
PALO ALTO NETWORKS INC | 746,631 | $253.1M | 3.5% | $161.19 | +4.15% | 7 qtrssince 2023-Q1 | Increased 91 |
TJX COMPANIES INC | 2.2M | $251.8M | 3.5% | $81.70 | +40.37% | 7 qtrssince 2023-Q1 | Increased 57 |
S&P GLOBAL INC | 473,705 | $243M | 3.3% | $348.19 | +45.92% | 7 qtrssince 2023-Q1 | Increased 58 |
ACCENTURE PLC-CL A | 690,165 | $242.1M | 3.3% | $276.72 | +22.90% | 7 qtrssince 2023-Q1 | Decreased 0 |
ABBVIE INC | 1.2M | $228.2M | 3.1% | $167.45 | +10.44% | 7 qtrssince 2023-Q1 | Increased 57 |
EBAY INC | 3.5M | $227.5M | 3.1% | $42.36 | +48.20% | 7 qtrssince 2023-Q1 | Decreased 0 |
REGENERON PHARMACEUTICALS | 213,622 | $222.9M | 3.1% | $951.53 | +8.98% | 6 qtrssince 2023-Q2 | Increased 59 |
METLIFE INC | 2.7M | $221.2M | 3.0% | $54.58 | +42.82% | 7 qtrssince 2023-Q1 | Increased 57 |
ECOLAB INC | 771,667 | $195.6M | 2.7% | $161.11 | +56.00% | 7 qtrssince 2023-Q1 | Decreased 0 |
EQUINIX INC | 217,149 | $191.2M | 2.6% | $667.88 | +28.59% | 7 qtrssince 2023-Q1 | Increased 54 |
ADOBE INC | 361,741 | $185.8M | 2.5% | $495.49 | +4.50% | 7 qtrssince 2023-Q1 | Increased 54 |
WALT DISNEY CO/THE | 1.9M | $182M | 2.5% | $93.43 | +1.19% | 7 qtrssince 2023-Q1 | Decreased 0 |
VEEVA SYSTEMS INC-CLASS A | 835,466 | $174M | 2.4% | $204.63 | +3.04% | 7 qtrssince 2023-Q1 | Increased 66 |
ABN AMRO Bank N.V. manages $7.3B across 156 positions as of Q3 2024. Top holdings: MSFT (5.8%), TT (5.3%), NVDA (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 11 new positions, 8 exits, 95 increased. Top move: PANW (INCREASED, conviction 91). Portfolio: $7.3B across 156 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer