Fund HoldingsMn Services Vermogensbeheer B.V.

Total Portfolio Value
$12.92M
Total Bought
$14.2K
Total Sold
$2.31M
Net Transaction
-$2.29M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ABBVIE INC(ABBV)0649,104+649,10401361.05%+136
AT&T INC(T)2,824,3002,630,500-193,80064740.58%+10
CVS HEALTH CORP(CVS)0474,900+474,9000320.25%+32
JOHNSON&JOHNSON(JNJ)0885,085+885,08501471.14%+147
ABBOTT LABS0639,000+639,0000850.66%+85
COCA-COLA CO/THE(KO)01,510,168+1,510,16801080.84%+108
VISA INC-CLASS A(V)625,176581,376-43,8001982041.58%+6
FIDELITY NATIONA(FNF)094,400+94,400060.05%+6
GILEAD SCIENCES(GILD)492,155456,455-35,70045510.40%+6
PROGRESSIVE CORP(PGR)0215,373+215,3730610.47%+61
T-MOBILE US INC(TMUS)205,600190,600-15,00045510.39%+5
UBER TECHNOLOGIE(UBER)0678,500+678,5000490.38%+49
AMGEN INC(AMGN)095,392+95,3920300.23%+30
IBM(IBM)0335,710+335,7100830.65%+83
VERIZON COMMUNIC(VZ)01,546,600+1,546,6000700.54%+70
ARTHUR J GALLAGH(AJG)079,910+79,9100280.21%+28
ELEVANCE HEALTH(ELV)086,600+86,6000380.29%+38
THE CIGNA GROUP(CI)0107,800+107,8000350.27%+35
O'REILLY AUTOMOT(ORLY)021,700+21,7000310.24%+31
NEWMONT CORP(NEM)0423,180+423,1800200.16%+20
MCKESSON CORP(MCK)52,60048,900-3,70030330.25%+3
LINDE PLC(LIN)0178,361+178,3610830.64%+83
BOSTON SCIENTIFC(BSX)578,700540,300-38,40052550.42%+3
WHEATON PRECIOUS(WPM)0163,830+163,8300130.10%+13
MARSH & MCLENNAN(MRSH)0180,588+180,5880440.34%+44
CENCORA INC062,900+62,9000170.14%+17
INTERCONT EXCH I(ICE)0210,600+210,6000360.28%+36
EXELON CORP(EXC)0368,600+368,6000170.13%+17
AUTOZONE INC(AZO)06,400+6,4000240.19%+24
CME GROUP INC(CME)142,879133,679-9,20033350.27%+2
WASTE MANAGEMENT(WM)0149,300+149,3000350.27%+35
MERCADOLIBRE INC(MELI)016,775+16,7750330.25%+33
REPUBLIC SVCS(RSG)081,200+81,2000200.15%+20
DUKE ENERGY CORP(DUK)0284,300+284,3000350.27%+35
AMERICAN INTERNA0256,200+256,2000220.17%+22
INTEL CORP(INTC)01,562,300+1,562,3000350.27%+35
3M CO(MMM)0203,930+203,9300300.23%+30
MEDTRONIC PLC(MDT)0487,100+487,1000440.34%+44
CONS EDISON INC(ED)0124,900+124,9000140.11%+14
AMERICAN ELECTRI093,600+93,6000100.08%+10
MONDELEZ INTER-A(MDLZ)0501,800+501,8000340.26%+34
YUM! BRANDS INC(YUM)0103,800+103,8000160.13%+16
HCA HEALTHCARE I(HCA)073,300+73,3000250.20%+25
CINTAS CORP(CTAS)0135,200+135,2000280.22%+28
HOWMET AEROSPACE(HWM)156,300142,800-13,50017190.14%+1
FRANCO-NEVADA CO(FNV)033,522+33,522050.04%+5
AON PLC-CLASS A(AON)78,70074,000-4,70028300.23%+1
BROWN & BROWN(BRO)087,600+87,6000110.08%+11
DEERE & CO(DE)105,10097,500-7,60045460.35%+1
ROPER TECHNOLOGI(ROP)039,045+39,0450230.18%+23
OKTA INC(OKTA)057,700+57,700060.05%+6
WASTE CONNECTION(WCN)095,700+95,7000190.14%+19
AMERICAN WATER W070,433+70,4330100.08%+10
CARDINAL HEALTH(CAH)089,171+89,1710120.10%+12
WR BERKLEY CORP0112,550+112,550080.06%+8
TRANSDIGM GROUP(TDG)020,500+20,5000280.22%+28
ENTERGY CORP(ETR)073,800+73,800060.05%+6
VERISIGN INC033,600+33,600090.07%+9
ENBRIDGE INC(ENB)379,400379,400016170.13%+1
HARTFORD INSURAN(HIG)0108,800+108,8000130.10%+13
CHUBB LTD
COM
0149,470+149,4700450.35%+45
DTE ENERGY CO(DTB)074,647+74,6470100.08%+10
CBOE GLOBAL MARK(CBOE)038,100+38,100090.07%+9
INTACT FINANCIAL064,376+64,3760130.10%+13
AMEREN CORP(AEE)045,900+45,900050.04%+5
DOMINION ENERGY(D)0148,900+148,900080.06%+8
OTIS WORLDWI(OTIS)0148,100+148,1000150.12%+15
BIOMARIN PHARMAC(BMRN)035,500+35,500030.02%+3
NUTRIEN LTD(NTR)086,386+86,386040.03%+4
ROLLINS INC(ROL)0105,600+105,600060.04%+6
CMS ENERGY CORP(CMS)0105,569+105,569080.06%+8
POWER CORP CDA0206,400+206,400070.06%+7
VERISK ANALYTI(VRSK)053,400+53,4000160.12%+16
KROGER CO(KR)273,400251,800-21,60017170.13%0
TMX GROUP LTD098,600+98,600040.03%+4
MCDONALDS CORP(MCD)0266,900+266,9000830.65%+83
BAXTER INTL INC0185,200+185,200060.05%+6
BANK NY MELLON298,516277,116-21,40023230.18%0
STEEL DYNAMICS(STLD)027,100+27,100030.03%+3
KLA CORP(KLAC)050,200+50,2000340.26%+34
VEEVA SYSTEMS-A(VEEV)055,300+55,3000130.10%+13
NORFOLK SOUTHERN(NSC)040,260+40,2600100.07%+10
HEICO CORP-A027,400+27,400060.04%+6
QUEST DIAGNOSTIC(DGX)040,845+40,845070.05%+7
ATMOS ENERGY(ATO)054,600+54,600080.07%+8
GREAT-WEST LIFEC(GRWFF)099,191+99,191040.03%+4
ALTAGAS LTD0104,600+104,600030.02%+3
PAYCHEX INC(PAYX)129,180118,880-10,30018180.14%0
TRAVELERS COS IN(TRV)083,047+83,0470220.17%+22
RB GLOBAL INC(RBA)066,300+66,300070.05%+7
WALGREENS BOOTS0260,400+260,400030.02%+3
MOLINA HEALTHCAR(MOH)021,100+21,100070.05%+7
EBAY INC(EBAY)0187,800+187,8000130.10%+13
PAYCOM SOFTWARE(PAYC)020,900+20,900050.04%+5
STERIS PLC(STE)035,800+35,800080.06%+8
CNH INDUSTRIAL N
SHS
0378,400+378,400050.04%+5
LKQ CORP(LKQ)095,147+95,147040.03%+4
NUCOR CORP(NUE)042,981+42,981050.04%+5
JOHNSON CONTROLS
SHS
0120,200+120,2000100.07%+10
SOLVENTUM(SOLV)049,032+49,032040.03%+4
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