B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q2 2024
Top Holdings756 positions
DEERE & CO | 329,026 | $968.5M | 9.3% | $382.63 | -4.90% | 11 qtrssince 2021-Q4 | Increased 67 |
MICROSOFT CORP | 1.7M | $738.3M | 7.1% | $315.43 | +39.24% | 11 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 2.7M | $567.7M | 5.5% | $170.02 | +22.71% | 11 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORPORATION | 4.4M | $543.9M | 5.2% | $23.14 | +432.44% | 11 qtrssince 2021-Q4 | Increased 98 |
AMAZON COM INC | 2.5M | $483.4M | 4.7% | $146.93 | +31.53% | 11 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC | 2.6M | $471.7M | 4.6% | $135.61 | +33.21% | 11 qtrssince 2021-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 1.7M | $288.3M | 2.8% | $143.75 | +8.05% | 11 qtrssince 2021-Q4 | Increased 55 |
VISA INC | 1M | $274.5M | 2.6% | $208.85 | +23.56% | 11 qtrssince 2021-Q4 | Decreased 0 |
COCA COLA CO | 4.2M | $268.6M | 2.6% | $52.42 | +14.05% | 11 qtrssince 2021-Q4 | Increased 53 |
UNITEDHEALTH GROUP INC | 499,464 | $254.3M | 2.5% | $463.97 | +4.28% | 11 qtrssince 2021-Q4 | Increased 55 |
THERMO FISHER SCIENTIFIC INC | 349,474 | $193.3M | 1.9% | $601.80 | -8.81% | 11 qtrssince 2021-Q4 | Decreased 0 |
S&P GLOBAL INC | 422,670 | $188.5M | 1.8% | $405.29 | +2.27% | 11 qtrssince 2021-Q4 | Increased 66 |
PALO ALTO NETWORKS INC | 513,392 | $174M | 1.7% | $101.92 | +66.31% | 11 qtrssince 2021-Q4 | Increased 50 |
IQVIA HLDGS INC | 623,986 | $131.9M | 1.3% | $222.77 | -5.08% | 11 qtrssince 2021-Q4 | Increased 74 |
ALPHABET INC | 695,096 | $127M | 1.2% | $156.24 | +16.43% | 11 qtrssince 2021-Q4 | Increased 77 |
META PLATFORMS INC | 218,529 | $110.2M | 1.1% | $320.97 | +55.92% | 10 qtrssince 2022-Q1 | Increased 51 |
MCDONALDS CORP | 396,891 | $101.1M | 1.0% | $245.88 | -1.83% | 11 qtrssince 2021-Q4 | Increased 45 |
ELI LILLY & CO | 107,998 | $97.8M | 0.9% | $320.16 | +178.50% | 11 qtrssince 2021-Q4 | Increased 46 |
BLACKROCK INC | 122,390 | $96.4M | 0.9% | $812.10 | -6.02% | 11 qtrssince 2021-Q4 | Decreased 0 |
ROCKWELL AUTOMATION INC | 344,045 | $94.7M | 0.9% | $278.45 | -4.56% | 11 qtrssince 2021-Q4 | Increased 50 |
B. Metzler seel. Sohn & Co. AG manages $10.4B across 756 positions as of Q2 2024. Top holdings: DE (9.3%), MSFT (7.1%), AAPL (5.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 35 new positions, 33 exits, 400 increased. Top move: NVDA (INCREASED, conviction 98). Portfolio: $10.4B across 756 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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