B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q2 2022
Top Holdings718 positions
MICROSOFT CORP | 1.7M | $433.7M | 7.1% | $323.01 | -23.22% | 3 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC | 139,796 | $304.9M | 5.0% | $143.49 | -24.78% | 3 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 1.9M | $258.1M | 4.2% | $173.30 | -22.73% | 3 qtrssince 2021-Q4 | Decreased 0 |
COCA COLA CO | 3.6M | $225.7M | 3.7% | $52.09 | +6.70% | 3 qtrssince 2021-Q4 | Increased 64 |
VISA INC | 1.1M | $221.9M | 3.6% | $208.42 | -8.56% | 3 qtrssince 2021-Q4 | Increased 58 |
JOHNSON & JOHNSON | 1.1M | $194.5M | 3.2% | $155.29 | +1.36% | 3 qtrssince 2021-Q4 | Increased 90 |
AMAZON COM INC | 1.7M | $180.7M | 3.0% | $166.68 | -36.28% | 3 qtrssince 2021-Q4 | Increased 84 |
THERMO FISHER SCIENTIFIC INC | 311,398 | $169.2M | 2.8% | $612.47 | -12.42% | 3 qtrssince 2021-Q4 | Decreased 0 |
SALESFORCE INC | 933,989 | $154.1M | 2.5% | $223.95 | -27.56% | 3 qtrssince 2021-Q4 | Increased 69 |
BRISTOL-MYERS SQUIBB CO | 2M | $151.8M | 2.5% | $51.33 | +26.11% | 3 qtrssince 2021-Q4 | Decreased 0 |
METLIFE INC | 2.1M | $129.1M | 2.1% | $54.25 | +1.78% | 3 qtrssince 2021-Q4 | Increased 53 |
NIKE INC | 1.2M | $126.8M | 2.1% | $152.35 | -38.39% | 3 qtrssince 2021-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 200,824 | $99.2M | 1.6% | $98.26 | -16.22% | 3 qtrssince 2021-Q4 | Increased 48 |
NVIDIA CORPORATION | 639,535 | $96.9M | 1.6% | $24.61 | -38.64% | 3 qtrssince 2021-Q4 | Increased 61 |
PEPSICO INC | 522,763 | $87.1M | 1.4% | $147.49 | -1.95% | 3 qtrssince 2021-Q4 | Increased 51 |
BLACKROCK INC | 132,914 | $81M | 1.3% | $826.47 | -31.43% | 3 qtrssince 2021-Q4 | Decreased 0 |
S&P GLOBAL INC | 231,280 | $78M | 1.3% | $413.02 | -25.54% | 3 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC | 32,614 | $71.2M | 1.2% | $143.32 | -24.40% | 3 qtrssince 2021-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 418,798 | $60.2M | 1.0% | $143.39 | -10.28% | 3 qtrssince 2021-Q4 | Increased 42 |
UNION PAC CORP | 260,478 | $55.6M | 0.9% | $227.32 | -14.86% | 3 qtrssince 2021-Q4 | Increased 42 |
B. Metzler seel. Sohn & Co. AG manages $6.1B across 718 positions as of Q2 2022. Top holdings: MSFT (7.1%), GOOGL (5.0%), AAPL (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 31 new positions, 73 exits, 290 increased. Top move: JNJ (INCREASED, conviction 90). Portfolio: $6.1B across 718 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
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