B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q4 2021
Top Holdings706 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.8M | $601.5M | 7.8% | $328.32 | 0.00% | 1 qtr | New 97 |
ALPHABET INC-CL A | 148,754 | $435M | 5.7% | $145.10 | 0.00% | 1 qtr | New 96 |
APPLE INC | 1.9M | $333.4M | 4.3% | $173.45 | 0.00% | 1 qtr | New 86 |
VISA INC-CLASS A SHARES | 1.4M | $307.2M | 4.0% | $209.02 | 0.00% | 1 qtr | New 86 |
AMAZON.COM INC | 87,139 | $293.5M | 3.8% | $168.64 | 0.00% | 1 qtr | New 86 |
NIKE INC -CL B | 1.6M | $261.3M | 3.4% | $157.14 | 0.00% | 1 qtr | New 85 |
THERMO FISHER SCIENTIFIC INC | 293,951 | $195.7M | 2.5% | $658.09 | 0.00% | 1 qtr | New 79 |
BLACKROCK INC | 198,476 | $181.4M | 2.4% | $826.47 | 0.00% | 1 qtr | New 79 |
COCA-COLA CO/THE | 3.1M | $181.3M | 2.4% | $52.17 | 0.00% | 1 qtr | New 79 |
BOOKING HOLDINGS INC | 69,697 | $167.1M | 2.2% | $93.97 | 0.00% | 1 qtr | New 79 |
SALESFORCE.COM INC | 653,913 | $166.8M | 2.2% | $252.26 | 0.00% | 1 qtr | New 79 |
BANK OF AMERICA CORP | 3.6M | $159.2M | 2.1% | $39.76 | 0.00% | 1 qtr | New 79 |
BRISTOL-MYERS SQUIBB CO | 2.4M | $148.1M | 1.9% | $51.22 | 0.00% | 1 qtr | New 69 |
CATERPILLAR INC | 665,176 | $137.2M | 1.8% | $190.75 | 0.00% | 1 qtr | New 69 |
METLIFE INC | 2M | $125.2M | 1.6% | $54.16 | 0.00% | 1 qtr | New 69 |
ALPHABET INC-CL C | 35,718 | $104M | 1.4% | $144.92 | 0.00% | 1 qtr | New 68 |
S&P GLOBAL INC | 167,095 | $78.6M | 1.0% | $454.86 | 0.00% | 1 qtr | New 68 |
HOME DEPOT INC | 177,694 | $72.8M | 0.9% | $370.51 | 0.00% | 1 qtr | New 58 |
AUTODESK INC | 242,473 | $68.3M | 0.9% | $281.19 | 0.00% | 1 qtr | New 58 |
XYLEM INC | 570,815 | $68M | 0.9% | $113.44 | 0.00% | 1 qtr | New 58 |
B. Metzler seel. Sohn & Co. AG manages $7.7B across 706 positions as of Q4 2021. Top holdings: MSFT (7.8%), GOOGL (5.7%), AAPL (4.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 706 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 97). Portfolio: $7.7B across 706 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