Fund HoldingsB. Metzler seel. Sohn & Co. AG

Total Portfolio Value
$9.06B
Total Bought
$1.17B
Total Sold
$490.72M
Net Transaction
+$676.63M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORP.(NVDA)0453,446+453,4460396,5994.38%+396,599
PROCTER GAMBLE(PG)1,077,1381,684,669+607,531157,842270,7482.99%+112,907
CORTEVA INC.(CTVA)01,666,154+1,666,154092,5411.02%+92,541
ROCKWELL AUTOMATION INC(ROK)0286,268+286,268082,0370.91%+82,037
AMAZON.COM INC.(AMZN)2,483,5732,508,556+24,983377,352450,3474.97%+72,995
UNITEDHEALTH GROUP(UNH)322,502477,606+155,104169,786235,6482.60%+65,862
MICROSOFT CORP(MSFT)1,724,3041,682,438-41,866648,398705,4227.79%+57,024
META PLATF.(META)131,836204,567+72,73146,66499,3421.10%+52,678
S&P GLOBAL INC.(SPGI)163,931283,059+119,12872,215120,6161.33%+48,401
ALPHABET INC.(GOOG)2,931,7073,021,259+89,552409,530444,8544.91%+35,324
CATERPILLAR INC.(CAT)0137,479+137,479049,7400.55%+49,740
ABBVIE INC.(ABBV)382,465456,706+74,24159,27083,1650.92%+23,895
MASTERCARD INC.(MA)171,267192,356+21,08973,04792,6221.02%+19,576
THERMO FISHER SCIENTIFIC INC.(TMO)350,867354,848+3,981186,237204,4002.26%+18,163
MERCK CO.(MRK)0498,058+498,058065,7180.73%+65,718
APPLE INC.(AAPL)2,372,4802,710,801+338,321456,781472,2035.21%+15,422
TAIWAN SEMICONDUCTOR MFG LTD(TSM)344,503373,072+28,56935,82850,7560.56%+14,928
DANAHER CORP.(DHR)245,766284,591+38,82556,85671,0680.78%+14,212
VISA INC.(V)618,253621,826+3,573160,962174,9421.93%+13,980
COCA-COLA CO.(KO)4,049,8844,174,802+124,918238,660252,5322.79%+13,873
JOHNSON & JOHNSON(JNJ)01,094,744+1,094,7440174,3061.92%+174,306
JPMORGAN CHASE(JPM)332,974347,644+14,67056,63869,6320.77%+12,994
PEPSICO INC.(PEP)496,985557,257+60,27284,40896,3441.06%+11,936
ELI LILLY(LLY)099,968+99,968077,7700.86%+77,770
SERVICENOW INC.(NOW)31,86143,675+11,81422,50933,3060.37%+10,797
VISA INC.(V)0458,199+458,1990127,8731.41%+127,873
HOME DEPOT INC.(HD)209,610211,649+2,03972,63981,1880.90%+8,548
CELSIUS HOLDINGS INC.(CELH)0102,109+102,10908,4670.09%+8,467
APPLIED MATERIALS INC.0161,938+161,938033,3960.37%+33,396
BOOKING HLDGS(BKNG)9,20911,239+2,03032,66240,7750.45%+8,113
ADVANCED MIC.DEV.(AMD)295,286284,095-11,19143,52851,2940.57%+7,766
SYNOPSYS INC.(SNPS)73,68079,681+6,00137,93945,5380.50%+7,599
IQVIA HLDGS(IQV)333,143337,671+4,52877,08384,1940.93%+7,111
AMPHENOL CORP.490,679482,986-7,69348,64155,7120.61%+7,071
OLD DOMIN.FR.LINE(ODFL)044,236+44,23609,7010.11%+9,701
ORACLE CORP.(ORCL)0181,202+181,202022,7610.25%+22,761
DISNEY (WALT) CO.(DIS)148,673158,912+10,23913,42319,4440.21%+6,021
CHARLES SCHWAB CORP.(SCHW)0221,500+221,500016,0230.18%+16,023
MARSH&MCLENNAN COS.INC(MRSH)0212,325+212,325043,7350.48%+43,735
BLACKROCK, INC.(BLK)132,490138,029+5,539107,555113,5201.25%+5,965
BROADCOM INC.(AVGO)56,08751,604-4,48362,60968,3930.75%+5,784
BERKSHIRE HATHAWAY INC.099,377+99,377041,7770.46%+41,777
CINTAS CORP.(CTAS)75,94474,289-1,65545,76851,0390.56%+5,270
NETFLIX INC.(NFLX)80,23372,858-7,37539,06544,2520.49%+5,187
CADENCE DESIGN SYS(CDNS)031,048+31,04809,6650.11%+9,665
BEACON ROOFING S.051,150+51,15005,0140.06%+5,014
DEERE & CO(DE)283,872306,358+22,486113,512118,4511.31%+4,939
SALESFORCE INC.(CRM)149,041146,480-2,56139,21744,1160.49%+4,899
AMER. EXPRESS(AXP)61,70871,683+9,97511,56016,3210.18%+4,761
STRYKER CORP.(SYK)098,104+98,104035,1080.39%+35,108
MONGODB INC.(MDB)014,982+14,98205,3730.06%+5,373
QUALCOMM INC.(QCOM)77,78290,762+12,98011,25015,3660.17%+4,116
XYLEM INC.(XYL)456,737438,228-18,50952,23255,9720.62%+3,739
PALO ALTO NETWORKS, INC.(PANW)486,385493,610+7,225143,425147,0191.62%+3,594
FIDELITY NATL INF. SVCS(FIS)087,243+87,24306,4720.07%+6,472
BANK AMERICA604,476630,535+26,05920,35223,9090.26%+3,557
CORPAY INC.(CPAY)011,103+11,10303,4260.04%+3,426
ALPHABET INC.(GOOG)0331,957+331,957050,5020.56%+50,502
PDD HOLDINGS(PDD)029,301+29,30103,4060.04%+3,406
BROADRIDGE FINL SOL.(BR)171,179188,176+16,99735,22038,5500.43%+3,330
WALMART(WMT)0253,302+253,302015,2410.17%+15,241
LAM RESEARCH CORP.(LRCX)11,71112,816+1,1059,17312,4520.14%+3,279
WASTE MANAGEMENT INC.(WM)0122,779+122,779026,1600.29%+26,160
SEMPRA(SRE)087,046+87,04606,2530.07%+6,253
AMGEN INC.(AMGN)41,58053,115+11,53511,97715,1010.17%+3,124
INTUITIVE SURGIC.020,375+20,37508,1310.09%+8,131
LOWE'S COS INC.(LOW)55,61360,216+4,60312,37615,3380.17%+2,962
DEXCOM INC.(DXCM)039,872+39,87205,5300.06%+5,530
TEXAS INSTRS INC(TXN)213,630228,506+14,87636,41539,2310.43%+2,816
COLGATE-PALMOLIVE CO(CL)0300,739+300,739026,4560.29%+26,456
CONOCOPHILLIPS(COP)095,618+95,618012,1700.13%+12,170
CDW CORP.(CDW)79,78581,335+1,55018,13720,8040.23%+2,667
FIRST W.R.GRP.INC.0100,367+100,36702,4710.03%+2,471
INTUIT INC.(INTU)87,31487,697+38354,57457,0030.63%+2,429
EDWARDS LIFESCIENCES CORP.079,000+79,00007,4710.08%+7,471
AMETEK INC.45,08053,353+8,2737,4339,7580.11%+2,325
ELEVANCE HEALTH(ELV)31,26632,906+1,64014,74417,0630.19%+2,319
BOOT BARN HLDGS047,760+47,76004,5440.05%+4,544
OTIS WORLDWID.CORP(OTIS)0213,244+213,244021,1690.23%+21,169
RALPH LAUREN(RL)012,108+12,10802,2730.03%+2,273
BRINKER INTL(EAT)043,878+43,87802,1800.02%+2,180
COSTCO WHOLESALE(COST)59,68656,723-2,96339,40041,5550.46%+2,155
INFOSYS LTD.(INFY)0259,651+259,65104,6560.05%+4,656
SMUCKER J M CO(SJM)021,526+21,52602,7090.03%+2,709
FASTENAL CO.(FAST)061,361+61,36104,7330.05%+4,733
ENTEGRIS INC.(ENTG)292,644264,544-28,10035,06537,1790.41%+2,114
MICRON TECHNOLOGY INC.(MU)103,512100,803-2,7098,83410,9150.12%+2,082
JACOBS SOLUTIONS INC.(J)013,129+13,12902,0180.02%+2,018
GARTNER INC.(IT)59,98960,998+1,00927,06229,0760.32%+2,014
DOORDASH INC.(DASH)018,394+18,39402,5330.03%+2,533
BOSTON SCIENTIFIC CORP(BSX)265,444252,930-12,51415,34517,2990.19%+1,954
MORGAN STANLEY(MS)0101,949+101,94909,6000.11%+9,600
WATSCO INC.(WSO)021,435+21,43509,2590.10%+9,259
VALVOLINE INC.(VVV)0126,285+126,28505,6290.06%+5,629
GENERAL MOTORS(GM)078,416+78,41603,5560.04%+3,556
GE AEROSPACE(GE)036,706+36,70606,4430.07%+6,443
AMER.INTL GRP042,102+42,10203,2910.04%+3,291
CITIGROUP INC.(C)087,008+87,00805,5020.06%+5,502
T.ROW.PR.GRP(TROW)024,912+24,91203,0370.03%+3,037
MICROCHIP TECH.(MCHP)0111,376+111,37609,9920.11%+9,992
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