Fund HoldingsB. Metzler seel. Sohn & Co. AG

Total Portfolio Value
$9.71B
Total Bought
$1.78B
Total Sold
$1.16B
Net Transaction
+$624.40M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CITIGROUP INC(C)02,630,308+2,630,3080186,7261.92%+186,726
ABBOTT LABS914,6351,715,370+800,735103,351227,5442.34%+124,193
VERTEX PHARMACEUTICALS INC(VRTX)80,759314,343+233,58432,373152,4001.57%+120,027
NIKE INC(NKE)01,880,316+1,880,3160119,3621.23%+119,362
META PLATFORMS INC(META)0349,695+349,6950201,5492.08%+201,549
THERMO FISH SCIENTIF(TMO)0591,068+591,0680294,1153.03%+294,115
PARKER-HANNIFIN CORP(PH)0146,314+146,314088,9370.92%+88,937
COCA-COLA CO(KO)03,929,401+3,929,4010281,4242.90%+281,424
JPMORGAN CHASE(JPM)465,360622,565+157,205111,470152,7151.57%+41,245
VISA INC(V)956,317961,451+5,134301,991336,9503.47%+34,959
UNITEDHEALTH GROUP INC(UNH)0443,840+443,8400232,4612.39%+232,461
ABBVIE INC(ABBV)0484,797+484,7970101,5741.05%+101,574
SALESFORCE INC(CRM)128,085224,522+96,43742,82960,2520.62%+17,423
MCDONALD'S CORP(MCD)0415,251+415,2510129,7111.34%+129,711
ELI LILLY(LLY)089,437+89,437073,8660.76%+73,866
SHERWIN-WILLIAMS(SHW)95,456131,835+36,37932,38646,0350.47%+13,649
PROCTER AND GAMBLE CO(PG)01,732,241+1,732,2410295,2073.04%+295,207
BERKSHIRE HATHAWAY INC DEL093,630+93,630049,8650.51%+49,865
JOHNSON & JOHNSON(JNJ)0442,855+442,855073,4430.76%+73,443
OLD DOMIN FR LINE(ODFL)0206,484+206,484034,1630.35%+34,163
AUTOZONE INC(AZO)9,55810,458+90030,55039,8740.41%+9,324
NETFLIX INC(NFLX)54,23361,231+6,99848,49657,0990.59%+8,603
MASTERCARD INC(MA)228,621233,689+5,068120,165128,0891.32%+7,924
SYNOPSYS INC(SNPS)97,680128,751+31,07147,41955,2150.57%+7,796
HDFC BANK LTD(HDB)0352,649+352,649023,4300.24%+23,430
BERKSHIRE HATHAWAY INC DEL063+63050,3020.52%+50,302
COSTCO WHOLESALE(COST)055,338+55,338052,3370.54%+52,337
MERCADOLIBRE INC(MELI)013,935+13,935027,1850.28%+27,185
HOWMET AEROSPACE(HWM)0230,682+230,682029,9260.31%+29,926
WALMART(WMT)0296,945+296,945026,0680.27%+26,068
ANALOG DEVICES INC(ADI)0101,996+101,996020,5700.21%+20,570
AT & T INC(T)0389,903+389,903011,0260.11%+11,026
CARVANA CO(CVNA)4,41132,617+28,2068976,8200.07%+5,923
BANK AMERICA0637,101+637,101026,5860.27%+26,586
TAIWAN SEMICON MANU(TSM)0387,392+387,392064,3070.66%+64,307
MARSH&MCLENNAN COS INC(MRSH)0179,663+179,663043,8430.45%+43,843
AMERICAN TOWER(AMT)051,596+51,596011,2270.12%+11,227
CHARLES SCHWAB CORP(SCHW)0232,542+232,542018,2030.19%+18,203
INTERCONTINENTAL EXCH INC(ICE)0135,895+135,895023,4420.24%+23,442
BRISTOL-MYERS SQUIBB CO(BMY)0160,075+160,07509,7630.10%+9,763
AMPHENOL CORP895,1751,024,780+129,60562,13267,2150.69%+5,083
BROADRIDGE FINL SOL(BR)0207,437+207,437050,2950.52%+50,295
CMS ENERGY CORP(CMS)0111,862+111,86208,4020.09%+8,402
AMGEN INC(AMGN)054,177+54,177016,8790.17%+16,879
COLGATE PALMOLIVE CO(CL)0435,008+435,008040,7600.42%+40,760
ARISTA NET INC NEW(ANET)165,263297,277+132,01418,33023,0330.24%+4,703
CHEVRON CORP(CVX)062,809+62,809010,5070.11%+10,507
INTL PAPER(IP)093,080+93,08004,9650.05%+4,965
ALLIANT ENERGY(LNT)078,151+78,15105,0290.05%+5,029
CINTAS CORP(CTAS)0246,894+246,894050,7440.52%+50,744
PFIZER INC(PFE)0538,552+538,552013,6470.14%+13,647
UNION PAC(UNP)0150,086+150,086035,4560.37%+35,456
PROGRESSIVE CORP(PGR)045,730+45,730012,9420.13%+12,942
CENCORA017,847+17,84704,9630.05%+4,963
AAON INC041,103+41,10303,2110.03%+3,211
GILEAD SCIENCES(GILD)094,860+94,860010,6290.11%+10,629
PROLOGIS INC(PLD)086,427+86,42709,6610.10%+9,661
BOSTON SCIENTIFIC CORP(BSX)0229,394+229,394023,1410.24%+23,141
INTL BUS MACH(IBM)066,343+66,343016,4970.17%+16,497
WASTE MANAGEMENT(WM)0131,716+131,716030,4940.31%+30,494
VERIZON COMM INC(VZ)0300,838+300,838013,6460.14%+13,646
TELKOM INDONESIA(TLK)0182,493+182,49302,6950.03%+2,695
RALPH LAUREN(RL)011,915+11,91502,6300.03%+2,630
IDEXX LABS INC(IDXX)14,55720,318+5,7616,0188,5330.09%+2,515
EOG RESOURCES(EOG)033,306+33,30604,2710.04%+4,271
LENNAR CORP(LEN)061,381+61,38107,0450.07%+7,045
HEALTHEQUITY INC(HQY)095,147+95,14708,4080.09%+8,408
MICRON TECHN INC(MU)064,984+64,98405,6460.06%+5,646
KNIGHT-SWIFT TR HLDGS(KNX)0128,020+128,02005,5670.06%+5,567
COMCAST CORP(CCZ)0318,891+318,891011,7670.12%+11,767
AMERICAN WTR WKS CO INC NEW099,533+99,533014,6830.15%+14,683
ELEVANCE HEALTH(ELV)022,404+22,40409,7450.10%+9,745
NEXTERA ENERGY INC(NEE)0143,514+143,514010,1730.10%+10,173
MCCORMICK & CO INC(MKC)038,206+38,20603,1450.03%+3,145
QUANTA SVCS020,881+20,88105,3070.05%+5,307
VEEVA SYSTEMS(VEEV)015,157+15,15703,5110.04%+3,511
CARDINAL HEALTH INC(CAH)024,646+24,64603,3950.03%+3,395
PETROLEO BRASILEIRO(PBR)0407,165+407,16505,8390.06%+5,839
CSX CORP(CSX)0181,588+181,58805,3440.06%+5,344
CONOCOPHILLIPS(COP)080,387+80,38708,4420.09%+8,442
MOTOROLA SOLUTIONS(MSI)18,49224,005+5,5138,54810,5090.11%+1,962
STANLEY BL & DECK(SWK)029,710+29,71002,2840.02%+2,284
TAKE-TWO INTERACT SOFTW(TTWO)019,531+19,53104,0480.04%+4,048
ENPRO INC(NPO)011,911+11,91101,9270.02%+1,927
HORMEL FOODS(HRL)067,610+67,61002,0920.02%+2,092
F5(FFIV)010,689+10,68902,8460.03%+2,846
KLA CORP(KLAC)09,724+9,72406,6100.07%+6,610
GE VERNOVA INC(GEV)019,698+19,69806,0130.06%+6,013
PALANTIR TECHNOLOGIES INC(PLTR)63,75078,704+14,9544,8216,6430.07%+1,821
PNC FINL SERVICES GRP(PNC)050,683+50,68308,9080.09%+8,908
CAMPBELLS CO(CPB)048,412+48,41201,9320.02%+1,932
SHINHAN FINL(SHG)0121,012+121,01203,8820.04%+3,882
FORTINET INC(FTNT)043,352+43,35204,1730.04%+4,173
CORNING INC(GLW)069,285+69,28503,1720.03%+3,172
KB FINANCIAL(KB)086,391+86,39104,6750.05%+4,675
MARATHON PETROLEUM(MPC)032,993+32,99304,8070.05%+4,807
MONDELEZ INTL INC(MDLZ)0110,043+110,04307,4660.08%+7,466
PACKAGING CORP OF AMER(PKG)013,017+13,01702,5770.03%+2,577
SYSCO CORP(SYY)086,234+86,23406,4710.07%+6,471
EXELON CORP(EXC)0175,042+175,04208,0660.08%+8,066
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