B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q3 2024
Top Holdings757 positions
MICROSOFT CORP | 1.8M | $753.3M | 7.5% | $321.54 | +31.74% | 12 qtrssince 2021-Q4 | Increased 65 |
APPLE INC | 2.7M | $625.1M | 6.2% | $170.02 | +35.91% | 12 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC | 3.1M | $513M | 5.1% | $140.34 | +17.35% | 12 qtrssince 2021-Q4 | Increased 72 |
AMAZON COM INC | 2.6M | $492.1M | 4.9% | $149.01 | +25.05% | 12 qtrssince 2021-Q4 | Increased 61 |
NVIDIA CORPORATION | 4M | $480.1M | 4.8% | $23.14 | +423.44% | 12 qtrssince 2021-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 1.7M | $302M | 3.0% | $142.80 | +14.16% | 12 qtrssince 2021-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 473,398 | $276.8M | 2.8% | $463.97 | +20.14% | 12 qtrssince 2021-Q4 | Decreased 0 |
COCA COLA CO | 3.7M | $269.4M | 2.7% | $52.42 | +29.64% | 12 qtrssince 2021-Q4 | Decreased 0 |
VISA INC | 977,053 | $268.6M | 2.7% | $208.85 | +29.69% | 12 qtrssince 2021-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 411,290 | $254.4M | 2.5% | $603.67 | +1.75% | 12 qtrssince 2021-Q4 | Increased 62 |
S&P GLOBAL INC | 435,476 | $225M | 2.2% | $407.51 | +18.03% | 12 qtrssince 2021-Q4 | Increased 54 |
PALO ALTO NETWORKS INC | 509,431 | $174.1M | 1.7% | $101.92 | +67.68% | 12 qtrssince 2021-Q4 | Decreased 0 |
IQVIA HLDGS INC | 623,216 | $147.7M | 1.5% | $222.77 | +6.38% | 12 qtrssince 2021-Q4 | Decreased 0 |
NIKE INC | 1.6M | $144.9M | 1.4% | $122.14 | -31.46% | 12 qtrssince 2021-Q4 | Increased 62 |
DEERE & CO | 328,125 | $136.9M | 1.4% | $381.72 | +6.60% | 12 qtrssince 2021-Q4 | Decreased 0 |
MCDONALDS CORP | 398,194 | $121.3M | 1.2% | $246.02 | +17.92% | 12 qtrssince 2021-Q4 | Increased 47 |
META PLATFORMS INC | 203,874 | $116.7M | 1.2% | $320.97 | +77.19% | 11 qtrssince 2022-Q1 | Decreased 0 |
BLACKROCK INC | 121,512 | $115.4M | 1.1% | $800.28 | +23.49% | 12 qtrssince 2021-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 231,279 | $114.2M | 1.1% | $390.85 | +24.65% | 12 qtrssince 2021-Q4 | Increased 54 |
PEPSICO INC | 597,058 | $101.5M | 1.0% | $149.76 | +5.07% | 12 qtrssince 2021-Q4 | Increased 51 |
B. Metzler seel. Sohn & Co. AG manages $10.1B across 757 positions as of Q3 2024. Top holdings: MSFT (7.5%), AAPL (6.2%), GOOGL (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 36 new positions, 35 exits, 268 increased. Top move: GOOGL (INCREASED, conviction 72). Portfolio: $10.1B across 757 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