B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q3 2023
Top Holdings724 positions
MICROSOFT CORP | 1.7M | $546.5M | 8.2% | $315.43 | -2.19% | 8 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 2.3M | $399.4M | 6.0% | $169.73 | -0.47% | 8 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC | 2.9M | $374.7M | 5.6% | $135.11 | -4.06% | 8 qtrssince 2021-Q4 | Decreased 0 |
AMAZON COM INC | 2.4M | $308.1M | 4.6% | $146.46 | -13.20% | 8 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORPORATION | 629,959 | $274M | 4.1% | $23.14 | +87.43% | 8 qtrssince 2021-Q4 | Decreased 0 |
VISA INC | 1.1M | $248.5M | 3.7% | $208.34 | +7.91% | 8 qtrssince 2021-Q4 | Decreased 0 |
COCA COLA CO | 4.1M | $229.4M | 3.5% | $52.19 | -1.62% | 8 qtrssince 2021-Q4 | Increased 56 |
THERMO FISHER SCIENTIFIC INC | 356,541 | $180.5M | 2.7% | $602.09 | -16.74% | 8 qtrssince 2021-Q4 | Increased 53 |
JOHNSON & JOHNSON | 1M | $161.6M | 2.4% | $155.12 | -7.80% | 8 qtrssince 2021-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 287,043 | $144.7M | 2.2% | $456.31 | +3.76% | 8 qtrssince 2021-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 574,894 | $134.8M | 2.0% | $98.58 | +18.91% | 8 qtrssince 2021-Q4 | Decreased 0 |
MCDONALDS CORP | 402,597 | $106.1M | 1.6% | $246.07 | -0.42% | 8 qtrssince 2021-Q4 | Decreased 0 |
NIKE INC | 929,964 | $88.9M | 1.3% | $151.12 | -40.98% | 8 qtrssince 2021-Q4 | Decreased 0 |
BLACKROCK INC | 133,835 | $86.5M | 1.3% | $812.49 | -24.35% | 8 qtrssince 2021-Q4 | Decreased 0 |
PEPSICO INC | 465,671 | $78.9M | 1.2% | $147.52 | +3.07% | 8 qtrssince 2021-Q4 | Increased 48 |
ELI LILLY & CO | 124,930 | $67.1M | 1.0% | $274.26 | +91.86% | 8 qtrssince 2021-Q4 | Increased 47 |
S&P GLOBAL INC | 162,294 | $59.3M | 0.9% | $405.21 | -16.72% | 8 qtrssince 2021-Q4 | Increased 43 |
BROADCOM INC | 70,267 | $58.4M | 0.9% | $48.81 | +64.72% | 8 qtrssince 2021-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 388,495 | $56.7M | 0.9% | $142.49 | -5.41% | 8 qtrssince 2021-Q4 | Decreased 0 |
<![CDATA[Mastercard Incorporated]]> | 140,700 | $55.7M | 0.8% | $350.66 | +10.91% | 8 qtrssince 2021-Q4 | Increased 42 |
B. Metzler seel. Sohn & Co. AG manages $6.6B across 724 positions as of Q3 2023. Top holdings: MSFT (8.2%), AAPL (6.0%), GOOGL (5.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 28 new positions, 37 exits, 259 increased. Top move: KO (INCREASED, conviction 56). Portfolio: $6.6B across 724 positions.
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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