B. Metzler seel. Sohn & Co. AG
Institutional investor · Portfolio as of Q4 2024
Top Holdings750 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.7M | $706.7M | 7.3% | $325.16 | +29.70% | 13 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 2.6M | $652.2M | 6.7% | $170.02 | +46.23% | 13 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 2.5M | $558M | 5.7% | $116.36 | +90.19% | 13 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 3.7M | $497.6M | 5.1% | $113.18 | +21.44% | 13 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL A | 2.6M | $495.5M | 5.1% | $114.19 | +66.82% | 13 qtrssince 2021-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 956,317 | $302M | 3.1% | $208.85 | +49.36% | 13 qtrssince 2021-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.7M | $283.1M | 2.9% | $143.75 | +11.15% | 13 qtrssince 2021-Q4 | Decreased 0 |
COCA-COLA CO/THE | 3.8M | $233.3M | 2.4% | $53.17 | +13.31% | 13 qtrssince 2021-Q4 | Increased 52 |
S&P GLOBAL INC | 429,821 | $214M | 2.2% | $433.90 | +13.93% | 13 qtrssince 2021-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 405,198 | $210.6M | 2.2% | $605.66 | -14.64% | 13 qtrssince 2021-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 403,081 | $204M | 2.1% | $472.46 | +4.90% | 13 qtrssince 2021-Q4 | Decreased 0 |
PALO ALTO NETWORKS INC | 1M | $188.1M | 1.9% | $139.28 | +32.25% | 13 qtrssince 2021-Q4 | Increased 78 |
CORTEVA INC | 2.9M | $163.2M | 1.7% | $56.26 | -0.48% | 13 qtrssince 2021-Q4 | Increased 71 |
DEERE AND CO | 325,761 | $138M | 1.4% | $384.71 | +8.47% | 13 qtrssince 2021-Q4 | Decreased 0 |
BROADCOM INC | 577,167 | $134.3M | 1.4% | $170.96 | +33.90% | 13 qtrssince 2021-Q4 | Increased 58 |
NIKE INC -CL B | 1.7M | $125.4M | 1.3% | $125.32 | -41.80% | 13 qtrssince 2021-Q4 | Increased 48 |
IQVIA HOLDINGS INC | 625,712 | $123M | 1.3% | $222.67 | -11.33% | 13 qtrssince 2021-Q4 | Increased 47 |
MASTERCARD INC - A | 228,621 | $120.2M | 1.2% | $393.54 | +32.58% | 13 qtrssince 2021-Q4 | Decreased 0 |
BLACKROCK INC | 112,429 | $115.2M | 1.2% | $993.36 | 0.00% | 1 qtr | New 69 |
MCDONALDS CORP | 391,177 | $113.3M | 1.2% | $250.11 | +13.15% | 13 qtrssince 2021-Q4 | Decreased 0 |
B. Metzler seel. Sohn & Co. AG manages $9.7B across 750 positions as of Q4 2024. Top holdings: MSFT (7.3%), AAPL (6.7%), AMZN (5.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 34 new positions, 41 exits, 200 increased. Top move: PANW (INCREASED, conviction 78). Portfolio: $9.7B 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