B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q4 2023
Top Holdings750 positions
MICROSOFT | 1.7M | $648.4M | 8.3% | $315.43 | +16.72% | 9 qtrssince 2021-Q4 | Decreased 0 |
APPLE | 2.4M | $456.8M | 5.8% | $170.07 | +11.84% | 9 qtrssince 2021-Q4 | Increased 62 |
ALPHABET - CLASS A | 2.9M | $409.5M | 5.2% | $135.18 | +2.36% | 9 qtrssince 2021-Q4 | Increased 62 |
AMAZON.COM | 2.5M | $377.4M | 4.8% | $146.59 | +3.65% | 9 qtrssince 2021-Q4 | Increased 58 |
VISA - CLASS A | 1.1M | $279M | 3.6% | $208.34 | +22.41% | 9 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA | 527,653 | $261.3M | 3.3% | $23.14 | +113.41% | 9 qtrssince 2021-Q4 | Decreased 0 |
COCA-COLA | 4M | $238.7M | 3.0% | $52.19 | +4.39% | 9 qtrssince 2021-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC | 350,867 | $186.2M | 2.4% | $602.09 | -12.63% | 9 qtrssince 2021-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 322,502 | $169.8M | 2.2% | $460.69 | +7.68% | 9 qtrssince 2021-Q4 | Increased 59 |
JOHNSON & JOHNSON | 1M | $160.4M | 2.1% | $155.12 | -6.47% | 9 qtrssince 2021-Q4 | Decreased 0 |
PROCTER & GAMBLE | 1.1M | $157.8M | 2.0% | $137.60 | -1.62% | 9 qtrssince 2021-Q4 | Increased 84 |
PALO ALTO NETWORKS INC | 486,385 | $143.4M | 1.8% | $98.58 | +49.57% | 9 qtrssince 2021-Q4 | Decreased 0 |
NIKE | 1.1M | $114M | 1.5% | $145.45 | -30.14% | 9 qtrssince 2021-Q4 | Increased 53 |
DEERE & CO. | 283,872 | $113.5M | 1.5% | $381.97 | +0.94% | 9 qtrssince 2021-Q4 | Increased 76 |
MCDONALDS | 367,822 | $109.1M | 1.4% | $246.07 | +12.76% | 9 qtrssince 2021-Q4 | Decreased 0 |
BLACKROCK INC | 132,490 | $107.6M | 1.4% | $800.71 | -4.54% | 9 qtrssince 2021-Q4 | Decreased 0 |
PEPSICO | 496,985 | $84.4M | 1.1% | $147.90 | +3.84% | 9 qtrssince 2021-Q4 | Increased 50 |
IQVIA HLDGS INC | 333,143 | $77.1M | 1.0% | $232.09 | -0.31% | 9 qtrssince 2021-Q4 | Increased 68 |
<![CDATA[Mastercard Incorporated]]> | 171,267 | $73M | 0.9% | $362.41 | +15.60% | 9 qtrssince 2021-Q4 | Increased 50 |
HOME DEPOT | 209,610 | $72.6M | 0.9% | $330.62 | -2.30% | 9 qtrssince 2021-Q4 | Increased 50 |
B. Metzler seel. Sohn & Co. AG manages $7.8B across 750 positions as of Q4 2023. Top holdings: MSFT (8.3%), AAPL (5.8%), GOOGL (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 50 new positions, 24 exits, 362 increased. Top move: PG (INCREASED, conviction 84). Portfolio: $7.8B across 750 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