Fund HoldingsB. Metzler seel. Sohn & Co. AG

Total Portfolio Value
$10.06B
Total Bought
$887.51M
Total Sold
$1.53B
Net Transaction
-$644.63M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
NIKE Inc.(NKE)01,153,910+1,153,9100102,0061.01%+102,006
THERMO FISH.SCIENTIF.(TMO)0411,290+411,2900254,4122.53%+254,412
APPLE INC.(AAPL)2,695,6082,682,864-12,744567,742625,0846.21%+57,342
ALPHABET INC.(GOOG)2,589,7833,093,354+503,571471,728513,0245.10%+41,296
S&P GLOBAL INC.(SPGI)422,670435,476+12,806188,512224,9762.24%+36,464
MASTERCARD INC.(MA)0231,279+231,2790114,2051.14%+114,205
UNITEDHEALTH GROUP(UNH)499,464473,398-26,066254,308276,7852.75%+22,477
OLD DOMIN.FR.LINE(ODFL)0123,375+123,375024,5050.24%+24,505
MCDONALDS CORP.(MCD)0398,194+398,1940121,2541.21%+121,254
HOME DEPOT INC.(HD)0227,243+227,243092,0780.92%+92,078
BLACKROCK(BLK)0121,512+121,5120115,3771.15%+115,377
IQVIA HLDGS(IQV)623,986623,216-770131,936147,6831.47%+15,748
MICROSOFT(MSFT)1,651,9531,750,735+98,782738,329753,2997.49%+14,970
TESLA INC.(TSLA)0168,252+168,252044,0200.44%+44,020
PROCTER & GAMBLE CO.,(PG)1,747,9311,743,375-4,556288,267301,9503.00%+13,684
CATERPILLAR INC.(CAT)0140,614+140,614054,9970.55%+54,997
INTERCONTINENTAL EXCH.INC(ICE)0120,012+120,012019,2790.19%+19,279
JPMORGAN CHASE(JPM)0354,189+354,189074,6840.74%+74,684
ABBOTT LABS0225,996+225,996025,7650.26%+25,765
HOWMET AEROSPACE(HWM)139,752226,140+86,38810,84922,6710.23%+11,822
COLGATE-PALMOLIVE(CL)296,219377,884+81,66528,74539,2280.39%+10,483
PEPSICO INC.(PEP)0597,058+597,0580101,5291.01%+101,529
UNION PAC.(UNP)0133,526+133,526032,9110.33%+32,911
AMAZON.COM INC.(AMZN)2,501,5922,641,259+139,667483,437492,1444.89%+8,708
SALESFORCE INC.(CRM)0148,417+148,417040,6220.40%+40,622
DANAHER CORP.(DHR)0278,089+278,089077,3140.77%+77,314
CORTEVA INC.(CTVA)01,698,749+1,698,749099,8690.99%+99,869
ZOETIS INC.(ZTS)0252,457+252,457049,3250.49%+49,325
GARTNER INC.(IT)072,596+72,596036,7890.37%+36,789
JOHNSON AND JOHNSON(JNJ)0444,580+444,580072,0490.72%+72,049
GE VERNOVA INC.(GEV)10,32736,974+26,6471,7719,4270.09%+7,656
SERVICENOW INC.(NOW)43,51146,047+2,53634,22841,1830.41%+6,955
BROADRIDGE FINL SOL.(BR)0208,090+208,090044,7460.44%+44,746
FERGUSON ENTERPRISES INC.(FERG)034,203+34,20306,7920.07%+6,792
GRAINGER (W.W.) INC.(GWW)011,178+11,178011,6120.12%+11,612
META PLATF.(META)218,529203,874-14,655110,185116,7081.16%+6,523
WESTINGH.AI.BR.T.(WAB)039,215+39,21507,1280.07%+7,128
GOLDMAN SACHS GRP INC.(GS)035,426+35,426017,5400.17%+17,540
SHERWIN-WILLIAMS(SHW)53,93258,405+4,47316,09422,2910.22%+6,197
ANALOG DEVICES INC.(ADI)45,33471,430+26,09610,34816,4410.16%+6,093
LENNAR CORP.(LEN)039,192+39,19207,3480.07%+7,348
CISCO SYSTEMS(CSCO)0714,637+714,637038,0330.38%+38,033
AMERICAN TOWER(AMT)051,595+51,595011,9980.12%+11,998
MERCADOLIBRE INC.(MELI)12,77212,870+9820,98826,4030.26%+5,415
AUTOZONE INC.(AZO)8,0179,251+1,23423,76329,1410.29%+5,378
WEC ENERGY GRP(WEC)0129,295+129,295012,4360.12%+12,436
ABBVIE INC.(ABBV)490,619452,807-37,81284,15089,4200.89%+5,270
MORGAN STANLEY(MS)0139,078+139,078014,4970.14%+14,497
BERKSHIRE HATHAWAY INC.063+63043,5440.43%+43,544
UNITED RENTALS INC.(URI)013,708+13,708011,1000.11%+11,100
COREBRIDGE FINANCIAL INC.(CRBD)0163,000+163,00004,7530.05%+4,753
CROWN CASTLE INC.(CCI)068,487+68,48708,1250.08%+8,125
CHENIERE ENERGY(LNG)057,358+57,358010,3150.10%+10,315
TEXAS INSTR.(TXN)220,223228,118+7,89542,84047,1220.47%+4,282
EQUIFAX INC.(EFX)36,12544,266+8,1418,75913,0080.13%+4,249
VERALTO CORP.(VLTO)30,40163,379+32,9782,9027,0900.07%+4,187
WALMART(WMT)252,605262,087+9,48217,10321,1630.21%+4,060
MSCI INC.(MSCI)024,154+24,154014,0800.14%+14,080
FIRST HAWAIIAN INC(FHB)0161,394+161,39403,7360.04%+3,736
KNIGHT-SWIFT TR. HLDGS(KNX)069,120+69,12003,7290.04%+3,729
AUTODESK INC.039,700+39,700010,9370.11%+10,937
CINTAS CORP.(CTAS)0261,019+261,019053,7390.53%+53,739
AMERICAN WATER WKS0103,625+103,625015,1540.15%+15,154
OTIS WORLDWID.CORP(OTIS)0230,802+230,802023,9900.24%+23,990
ORACLE CORP.(ORCL)0153,687+153,687026,1880.26%+26,188
MARSH & MCLENNAN COS INC(MRSH)0209,394+209,394046,7140.46%+46,714
ZSCALER INC.(ZS)027,499+27,49904,7010.05%+4,701
GROUP 1 AUTOM.(GPI)08,579+8,57903,2860.03%+3,286
KKR AND CO. INC.(KKR)052,923+52,92306,9110.07%+6,911
LOWE'S COS INC.(LOW)061,496+61,496016,6560.17%+16,656
REINSURANCE GRP OF AMERICA I(RGA)054,175+54,175011,8030.12%+11,803
INTL BUS. MACH.(IBM)061,184+61,184013,5270.13%+13,527
PARKER-HANNIFIN(PH)08,894+8,89405,6190.06%+5,619
WORKDAY INC.(WDAY)025,916+25,91606,3340.06%+6,334
BOSTON SCIENTIFIC(BSX)274,919285,690+10,77121,17123,9400.24%+2,769
LIBERTY MED.C FORMULA ONE(FWONA)040,494+40,49403,1350.03%+3,135
REGAL REXNORD CORP.(RRX)034,505+34,50505,7240.06%+5,724
NEXTERA ENERGY INC.(NEE)162,802168,084+5,28211,52714,2080.14%+2,680
FASTENAL CO.(FAST)104,406127,863+23,4576,5619,1320.09%+2,571
TAIWAN SEMICON.MANU.(TSM)363,107378,166+15,05963,11265,6760.65%+2,564
INSTAL.BLDG PRODS(IBP)09,819+9,81902,4180.02%+2,418
HOLOGIC INC.038,838+38,83803,1640.03%+3,164
BAKER HUGHES CO.(BKR)0772,163+772,163027,9140.28%+27,914
CHURCHILL DOWNS INC.(CHDN)017,404+17,40402,3530.02%+2,353
BOOKING HLDGS(BKNG)11,60711,465-14245,97748,2900.48%+2,313
CMS ENERGY CORP.(CMS)0109,537+109,53707,7360.08%+7,736
FIRST SOLAR INC.(FSLR)016,247+16,24704,0530.04%+4,053
BROADCOM INC.(AVGO)48,732466,724+417,99278,23880,5070.80%+2,269
NVR INC.(NVR)0362+36203,5520.04%+3,552
HEICO CORP.(HEI)014,667+14,66703,8350.04%+3,835
AMER. EXPRESS(AXP)75,56372,637-2,92617,49619,6980.20%+2,202
EXACT SCIEN.(EXK)032,194+32,19402,1930.02%+2,193
PNC FINL SERVICES GRP(PNC)068,462+68,462012,6540.13%+12,654
KB HOME(KBH)025,105+25,10502,1510.02%+2,151
SENTINELONE INC.(S)087,529+87,52902,0940.02%+2,094
VERTEX PHARMAC.(VRTX)35,23539,993+4,75816,51418,6000.18%+2,087
SHIFT4 PAYMTS(FOUR)79,16488,887+9,7235,8077,8750.08%+2,069
SIMPSON MANUFACT.CO.(SSD)010,775+10,77502,0610.02%+2,061
FREEPORT-MCMORAN INC.(FCX)060,426+60,42603,0160.03%+3,016
WASTE MANAGEMENT(WM)0137,768+137,768028,6010.28%+28,601
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