B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q1 2023
Top Holdings728 positions
Microsoft Corporation | 2M | $575.5M | 8.9% | $315.43 | -11.08% | 6 qtrssince 2021-Q4 | Increased 72 |
Apple Inc. | 2.4M | $390.4M | 6.1% | $169.73 | -4.40% | 6 qtrssince 2021-Q4 | Increased 74 |
Alphabet Inc. | 3M | $308.2M | 4.8% | $138.32 | -25.71% | 6 qtrssince 2021-Q4 | Increased 65 |
Visa Inc. | 1.2M | $262.2M | 4.1% | $208.34 | +5.37% | 6 qtrssince 2021-Q4 | Increased 57 |
Amazon.com, Inc. | 2.5M | $251.5M | 3.9% | $147.64 | -30.04% | 6 qtrssince 2021-Q4 | Increased 74 |
Coca-Cola Company | 4M | $247.6M | 3.8% | $52.16 | +7.41% | 6 qtrssince 2021-Q4 | Increased 60 |
NVIDIA Corporation | 840,823 | $233M | 3.6% | $23.14 | +19.67% | 6 qtrssince 2021-Q4 | Increased 64 |
Thermo Fisher Scientific Inc. | 331,958 | $189.9M | 3.0% | $608.70 | -6.35% | 6 qtrssince 2021-Q4 | Increased 53 |
Johnson & Johnson | 1M | $161.4M | 2.5% | $155.22 | -9.65% | 6 qtrssince 2021-Q4 | Decreased 0 |
NIKE, Inc. | 1.2M | $149M | 2.3% | $151.63 | -25.06% | 6 qtrssince 2021-Q4 | Increased 53 |
McDonald's Corporation | 419,969 | $116.7M | 1.8% | $246.07 | +4.58% | 6 qtrssince 2021-Q4 | Increased 76 |
Palo Alto Networks, Inc. | 586,364 | $116.6M | 1.8% | $97.80 | +2.12% | 6 qtrssince 2021-Q4 | Increased 51 |
Alphabet Inc. | 894,126 | $93.8M | 1.5% | $128.10 | -19.57% | 6 qtrssince 2021-Q4 | Increased 62 |
BLACKROCK INC | 133,222 | $88.7M | 1.4% | $802.91 | -23.18% | 6 qtrssince 2021-Q4 | Increased 48 |
PepsiCo, Inc. | 471,676 | $85.9M | 1.3% | $147.43 | +9.42% | 6 qtrssince 2021-Q4 | Decreased 0 |
METLIFE INC | 1.1M | $62.7M | 1.0% | $54.53 | -4.49% | 6 qtrssince 2021-Q4 | Decreased 0 |
UnitedHealth Group Incorporated | 114,115 | $53.9M | 0.8% | $466.54 | -5.63% | 6 qtrssince 2021-Q4 | Decreased 0 |
AbbVie, Inc. | 323,869 | $51.6M | 0.8% | $120.97 | +15.70% | 6 qtrssince 2021-Q4 | Decreased 0 |
S&P Global, Inc. | 145,515 | $50.2M | 0.8% | $410.54 | -22.82% | 6 qtrssince 2021-Q4 | Increased 42 |
Xylem Inc. | 477,030 | $49.9M | 0.8% | $112.96 | -11.28% | 6 qtrssince 2021-Q4 | Decreased 0 |
B. Metzler seel. Sohn & Co. AG manages $6.4B across 728 positions as of Q1 2023. Top holdings: MSFT (8.9%), AAPL (6.1%), GOOGL (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 43 new positions, 32 exits, 282 increased. Top move: MCD (INCREASED, conviction 76). Portfolio: $6.4B across 728 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR