Fund HoldingsMn Services Vermogensbeheer B.V.

Total Portfolio Value
$10.37M
Total Bought
$633.9K
Total Sold
$112.6K
Net Transaction
+$521.3K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ELI LILLY & CO(LLY)348,388353,388+5,0001631901.83%+26
ABBVIE INC(ABBV)842,804857,304+14,5001141281.23%+14
AMGEN INC(AMGN)256,192260,192+4,00057700.67%+13
UNITEDHEALTH GRP(UNH)320,900326,400+5,5001541651.59%+10
NVIDIA CORP(NVDA)492,628500,428+7,8002082182.10%+9
ALPHABET INC-A(GOOG)658,860668,660+9,80079880.84%+9
INTUIT INC(INTU)134,505136,605+2,10062700.67%+8
BOOKING HOLDINGS(BKNG)17,90218,302+40048560.54%+8
COSTCO WHOLESALE(COST)211,900215,700+3,8001141221.18%+8
CATERPILLAR INC(CAT)247,628251,528+3,90061690.66%+8
ALPHABET INC-C(GOOG)594,180603,580+9,40072800.77%+8
COMCAST CORP-A(CCZ)2,015,2002,044,800+29,60084910.87%+7
ADOBE INC(ADBE)219,074223,174+4,1001071141.10%+7
REGENERON PHARM(REGN)51,20052,500+1,30037430.42%+6
CISCO SYSTEMS(CSCO)1,956,9911,989,691+32,7001011071.03%+6
AUTOMATIC DATA198,765202,165+3,40044490.47%+5
ACTIVISION BLIZZ354,900365,500+10,60030340.33%+4
DANAHER CORP(DHR)330,900336,900+6,00079840.81%+4
CHUBB LTD
COM
198,970202,670+3,70038420.41%+4
IBM(IBM)435,110442,010+6,90058620.60%+4
CME GROUP INC(CME)171,379176,179+4,80032350.34%+4
TJX COS INC(TJX)549,052563,152+14,10047500.48%+3
ARISTA NETWORKS0127,544+127,5440230.23%+23
MASTERCARD INC-A(MA)397,992403,592+5,6001571601.54%+3
EATON CORP PLC(ETN)191,214194,714+3,50038420.40%+3
HUMANA INC(HUM)59,61260,912+1,30027300.29%+3
VMWARE INC-CL A0113,892+113,8920190.18%+19
ATLASSIAN CORP-A073,500+73,5000150.14%+15
CARRIER GLOB(CARR)0408,400+408,4000230.22%+23
PROGRESSIVE CORP(PGR)281,273286,573+5,30037400.38%+3
GLOBAL PAYMENTS(GPN)0129,000+129,0000150.14%+15
CROWDSTRIKE HO-A(CRWD)0107,700+107,7000180.17%+18
SYNOPSYS INC(SNPS)72,60074,000+1,40032340.33%+2
EMERSON ELEC CO(EMR)0278,900+278,9000270.26%+27
METLIFE INC(MET)0317,200+317,2000200.19%+20
MERCADOLIBRE INC(MELI)21,72522,025+30026280.27%+2
AFLAC INC(AFL)0279,900+279,9000210.21%+21
OLD DOMINION FRT(ODFL)047,700+47,7000200.19%+20
WALMART INC(WMT)294,500302,100+7,60046480.47%+2
TRANE TECHNOLOGI(TT)0112,273+112,2730230.22%+23
DELL TECHN-C(DELL)0122,600+122,600080.08%+8
HORIZON THERAPEU0106,300+106,3000120.12%+12
ARTHUR J GALLAGH(AJG)0104,210+104,2100240.23%+24
CF INDUSTRIES HO(CF)093,300+93,300080.08%+8
PRUDENTL FINL(PFH)0177,592+177,5920170.16%+17
MARSH & MCLENNAN(MRSH)237,588242,088+4,50045460.44%+1
AMERICAN INTERNA0353,400+353,4000210.21%+21
EPAM SYSTEMS INC(EPAM)028,500+28,500070.07%+7
ARCH CAPITAL GRP
ORD
0182,300+182,3000150.14%+15
AKAMAI TECHNOLOG(AKAM)074,408+74,408080.08%+8
MCKESSON CORP(MCK)65,20066,700+1,50028290.28%+1
ZOETIS INC(ZTS)222,203226,503+4,30038390.38%+1
NUTRIEN LTD(NTR)0244,386+244,3860150.15%+15
DUPONT DE NEMOUR(DD)0224,000+224,0000170.16%+17
FAIR ISAAC CORP(FICO)012,400+12,4000110.10%+11
ACCENTURE PLC-A
SHS CLASS A
302,466307,066+4,60093940.91%+1
VERISK ANALYTI(VRSK)069,900+69,9000170.16%+17
PACKAGING CORP(PKG)042,800+42,800070.06%+7
CBOE GLOBAL MARK(CBOE)050,300+50,300080.08%+8
AUTOZONE INC(AZO)08,900+8,9000230.22%+23
NEUROCRINE BIOSC(NBIX)046,500+46,500050.05%+5
COGNIZANT TECH-A(CTSH)0246,237+246,2370170.16%+17
WESTROCK CO0121,300+121,300040.04%+4
HILTON WORLDWIDE(HLT)0128,081+128,0810190.19%+19
PAYCHEX INC(PAYX)0156,680+156,6800180.17%+18
VEEVA SYSTEMS-A(VEEV)071,100+71,1000140.14%+14
LPL FINANCIAL HO(LPLA)037,400+37,400090.09%+9
BROADRIDGE FINL(BR)056,030+56,0300100.10%+10
LENNOX INTL INC(LII)015,292+15,292060.06%+6
MOLINA HEALTHCAR(MOH)027,600+27,600090.09%+9
DOMINO'S PIZZA(DPZ)016,800+16,800060.06%+6
ALLSTATE CORP(ALL)0128,873+128,8730140.14%+14
KEYCORP(KEY)0440,510+440,510050.05%+5
FACTSET RESEARCH(FDS)018,200+18,200080.08%+8
CONSTELLATION-A(STZ)080,100+80,1000200.19%+20
LULULEMON ATH(LULU)055,961+55,9610220.21%+22
SERVICENOW INC(NOW)97,68899,388+1,70055560.54%+1
CENTENE CORP(CNC)0266,200+266,2000180.18%+18
US BANCORP(USB)0748,100+748,1000250.24%+25
CONSTELLATION SO09,800+9,8000200.20%+20
EVEREST GROUP LT(EG)020,400+20,400080.07%+8
UNION PAC CORP(UNP)292,779297,179+4,40060610.58%+1
CADENCE DESIGN(CDNS)130,137132,837+2,70031310.30%+1
VERTEX PHARM(VRTX)122,700125,900+3,20043440.42%+1
INTL PAPER CO(IP)0158,100+158,100060.05%+6
PACCAR INC(PCAR)0251,619+251,6190210.21%+21
WSP GLOBAL INC059,300+59,300080.08%+8
KEURIG DR PEPPER(KDP)0448,100+448,1000140.14%+14
ASPEN TECHNOLOGY013,900+13,900030.03%+3
CELANESE CORP(CE)050,100+50,100060.06%+6
ROPER TECHNOLOGI(ROP)051,245+51,2450250.24%+25
AUTODESK INC0103,400+103,4000210.21%+21
ASSURANT INC(AIZ)025,200+25,200040.03%+4
REPLIGEN CORP(RGEN)025,200+25,200040.04%+4
JACOBS SOLUTIONS(J)024,800+24,800030.03%+3
F5 INC(FFIV)028,683+28,683050.04%+5
FIDELITY NATIONA(FIS)0286,900+286,9000160.15%+16
AVERY DENNISON038,600+38,600070.07%+7
ROSS STORES INC(ROST)0165,200+165,2000190.18%+19
ZSCALER INC(ZS)041,100+41,100060.06%+6
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