B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q4 2022
Top Holdings717 positions
MICROSOFT CORP | 1.7M | $403.5M | 6.9% | $322.11 | -27.74% | 5 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 1.9M | $246M | 4.2% | $171.62 | -25.62% | 5 qtrssince 2021-Q4 | Increased 59 |
COCA COLA CO | 3.8M | $242.6M | 4.1% | $51.95 | +9.74% | 5 qtrssince 2021-Q4 | Decreased 0 |
VISA INC | 1.2M | $239.3M | 4.1% | $208.21 | -3.03% | 5 qtrssince 2021-Q4 | Increased 58 |
ALPHABET INC | 2.6M | $228.9M | 3.9% | $143.49 | -39.09% | 5 qtrssince 2021-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 1.1M | $191.5M | 3.3% | $155.22 | +2.24% | 5 qtrssince 2021-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 325,672 | $179.3M | 3.1% | $609.44 | -10.69% | 5 qtrssince 2021-Q4 | Increased 58 |
METLIFE INC | 2.1M | $152.2M | 2.6% | $54.53 | +18.44% | 5 qtrssince 2021-Q4 | Increased 53 |
AMAZON COM INC | 1.8M | $150.8M | 2.6% | $163.82 | -48.72% | 5 qtrssince 2021-Q4 | Increased 52 |
NIKE INC | 1.2M | $139.9M | 2.4% | $152.35 | -29.04% | 5 qtrssince 2021-Q4 | Decreased 0 |
SALESFORCE INC | 956,137 | $126.8M | 2.2% | $221.96 | -41.28% | 5 qtrssince 2021-Q4 | Increased 52 |
NVIDIA CORPORATION | 739,880 | $108.1M | 1.8% | $22.52 | -35.32% | 5 qtrssince 2021-Q4 | Decreased 0 |
PEPSICO INC | 525,962 | $95M | 1.6% | $147.43 | +7.71% | 5 qtrssince 2021-Q4 | Decreased 0 |
BLACKROCK INC | 130,931 | $92.8M | 1.6% | $818.16 | -19.43% | 5 qtrssince 2021-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 542,723 | $75.7M | 1.3% | $97.63 | -28.54% | 5 qtrssince 2021-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 118,554 | $62.9M | 1.1% | $466.54 | +5.50% | 5 qtrssince 2021-Q4 | Increased 53 |
ABBVIE INC | 387,855 | $62.7M | 1.1% | $120.97 | +16.22% | 5 qtrssince 2021-Q4 | Increased 51 |
ALPHABET INC | 643,983 | $57M | 1.0% | $137.84 | -36.23% | 5 qtrssince 2021-Q4 | Decreased 0 |
XYLEM INC | 498,614 | $55.1M | 0.9% | $112.96 | -6.60% | 5 qtrssince 2021-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 350,608 | $53.1M | 0.9% | $143.39 | -4.15% | 5 qtrssince 2021-Q4 | Decreased 0 |
B. Metzler seel. Sohn & Co. AG manages $5.9B across 717 positions as of Q4 2022. Top holdings: MSFT (6.9%), AAPL (4.2%), KO (4.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 43 new positions, 54 exits, 273 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $5.9B across 717 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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