Fund HoldingsB. Metzler seel. Sohn & Co. AG

Total Portfolio Value
$7.83B
Total Bought
$1.29B
Total Sold
$531.08M
Net Transaction
+$760.63M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VISA Inc.(V)0618,253+618,2530160,9622.06%+160,962
DEERE CO.(DE)0283,872+283,8720113,5121.45%+113,512
MICROSOFT(MSFT)01,724,304+1,724,3040648,3988.29%+648,398
Procter & Gamble Co.(PG)01,077,138+1,077,1380157,8422.02%+157,842
IQVIA HLDGS(IQV)0333,143+333,143077,0830.98%+77,083
AMAZON.COM INC.(AMZN)02,483,573+2,483,5730377,3524.82%+377,352
APPLE INC.(AAPL)02,372,480+2,372,4800456,7815.84%+456,781
ALPHABET INC(GOOG)02,931,707+2,931,7070409,5305.23%+409,530
NIKE INC.(NKE)01,050,201+1,050,2010114,0201.46%+114,020
UNITEDHEALTH GROUP(UNH)287,043322,502+35,459144,723169,7862.17%+25,063
BLACKROCK(BLK)0132,490+132,4900107,5551.37%+107,555
ENTEGRIS INC.(ENTG)0292,644+292,644035,0650.45%+35,065
HOME DEPOT INC.(HD)0209,610+209,610072,6390.93%+72,639
JPMORGAN CHASE(JPM)0332,974+332,974056,6380.72%+56,638
ADVANCED MIC.DEV.(AMD)0295,286+295,286043,5280.56%+43,528
CDW CORP.(CDW)079,785+79,785018,1370.23%+18,137
MASTERCARD INC(MA)140,700171,267+30,56755,70573,0470.93%+17,342
S&P GLOBAL INC.(SPGI)0163,931+163,931072,2150.92%+72,215
SALESFORCE INC.(CRM)138,738149,041+10,30328,13239,2170.50%+11,085
HDFC BANK LTD(HDB)0320,609+320,609021,5160.27%+21,516
BOOKING HLDGS(BKNG)7,0729,209+2,13721,81132,6620.42%+10,851
ZOETIS INC.(ZTS)184,819216,906+32,08732,15542,8110.55%+10,656
ADOBE INC.(ADBE)068,024+68,024040,5830.52%+40,583
XYLEM INC.(XYL)0456,737+456,737052,2320.67%+52,232
AMPHENOL CORP.0490,679+490,679048,6410.62%+48,641
NETFLIX INC.(NFLX)77,36580,233+2,86829,21039,0650.50%+9,855
SERVICENOW INC.(NOW)031,861+31,861022,5090.29%+22,509
GARTNER INC.(IT)50,63459,989+9,35517,39827,0620.35%+9,663
COCA-COLA CO.(KO)04,049,884+4,049,8840238,6603.05%+238,660
TAIWAN SEMICON.MANU(TSM)0344,503+344,503035,8280.46%+35,828
BANK AMERICA0604,476+604,476020,3520.26%+20,352
PALO ALTO NETWKS(PANW)0486,385+486,3850143,4251.83%+143,425
ALEXANDRIA REAL EST.076,856+76,85609,7420.12%+9,742
BROADRIDGE FINL SOL.(BR)0171,179+171,179035,2200.45%+35,220
CINTAS CORP.(CTAS)075,944+75,944045,7680.58%+45,768
ABBOTT LABS0137,236+137,236015,1050.19%+15,105
INSULET CORP.(PODD)035,160+35,16007,6290.10%+7,629
PNC FINL SERVICES GRP(PNC)066,991+66,991010,3730.13%+10,373
INTUIT INC.(INTU)94,01487,314-6,70048,03754,5740.70%+6,537
ABBVIE INC.(ABBV)353,882382,465+28,58352,74959,2700.76%+6,521
BOSTON SCIENTIFIC(BSX)0265,444+265,444015,3450.20%+15,345
THERMO FISH.SCIENTIF.(TMO)0350,867+350,8670186,2372.38%+186,237
TRUIST FINL CORP.(TFC)189,742300,718+110,9765,42811,1020.14%+5,674
TESLA INC.(TSLA)180,785204,769+23,98445,23650,8810.65%+5,645
ONEOK INC. NEW(OKE)099,792+99,79207,0070.09%+7,007
PEPSICO INC.(PEP)0496,985+496,985084,4081.08%+84,408
HEALTHCARE REAL.(HR)48,607356,600+307,9937426,1440.08%+5,401
SYNOPSYS INC.(SNPS)71,41973,680+2,26132,77937,9390.48%+5,160
PDD HOLDINGS SP.(PDD)053,515+53,51507,8300.10%+7,830
COSTCO WHOLESALE(COST)62,12159,686-2,43535,09539,4000.50%+4,304
BROADCOM INC.(AVGO)056,087+56,087062,6090.80%+62,609
WELLS FARGO & CO.(WFC)0285,100+285,100014,0320.18%+14,032
AMER. EXPRESS(AXP)061,708+61,708011,5600.15%+11,560
CHENIERE ENERGY(LNG)40,15061,666+21,5166,66310,5270.13%+3,864
QUALCOMM INC.(QCOM)077,782+77,782011,2500.14%+11,250
MOLINA HEALTHCARE(MOH)015,600+15,60005,6360.07%+5,636
DISNEY (WALT) CO.(DIS)0148,673+148,673013,4230.17%+13,423
BANCOLOMB.0145,257+145,25704,4700.06%+4,470
META PLATF.(META)0131,836+131,836046,6640.60%+46,664
IDEXX LABS INC.(IDXX)019,541+19,541010,8460.14%+10,846
CMS ENERGY CORP.(CMS)065,242+65,24203,7880.05%+3,788
UNION PAC.(UNP)097,440+97,440023,9330.31%+23,933
TRIP.COM.GROUP(TCOM)0118,254+118,25404,2580.05%+4,258
INVITATION HOMES(INVH)77,571168,171+90,6002,4585,7360.07%+3,278
KINDER MORGAN P(KMI)98,288275,683+177,3951,6304,8630.06%+3,233
AMETEK INC.045,080+45,08007,4330.09%+7,433
PHILLIPS 66(PSX)44,35263,742+19,3905,3298,4870.11%+3,158
TEXAS INSTR.(TXN)0213,630+213,630036,4150.47%+36,415
VERIZON COMM. INC.(VZ)0377,694+377,694014,2390.18%+14,239
MCDONALDS CORP.(MCD)0367,822+367,8220109,0631.39%+109,063
DISCOVER FINL SRVCS057,563+57,56306,4700.08%+6,470
WESTERN ALLIANCE BANC.(WAL)040,216+40,21602,6460.03%+2,646
ELEVANCE HEALTH(ELV)031,266+31,266014,7440.19%+14,744
MERCADOLIBRE INC.(MELI)14,07012,995-1,07517,83920,4210.26%+2,582
HP INC(HPQ)0127,342+127,34203,8320.05%+3,832
AMGEN INC.(AMGN)041,580+41,580011,9770.15%+11,977
KB FINANCIAL GROUP INC(KB)069,637+69,63702,8810.04%+2,881
AUTOM. DATA PROC.38,23149,741+11,5109,19811,5880.15%+2,391
SHINHAN FINL(SHG)087,279+87,27902,6860.03%+2,686
CITIZENS FINL GROUP(CFG)0112,906+112,90603,7420.05%+3,742
LOWE'S COS INC.(LOW)055,613+55,613012,3760.16%+12,376
DIGITAL REALTY TR.(DLR)047,553+47,55306,3990.08%+6,399
U.S. BANCORP(USB)0118,082+118,08205,1110.07%+5,111
TREX CO. INC.(TREX)081,395+81,39506,7390.09%+6,739
FIFTH THIRD BANCORP(FITB)0183,776+183,77606,3380.08%+6,338
SYSCO CORP.(SYY)053,296+53,29603,8970.05%+3,897
LAM RESEARCH CORP.(LRCX)011,711+11,71109,1730.12%+9,173
MONDELEZ INTL INC.(MDLZ)0195,717+195,717014,1750.18%+14,175
ARISTA NETWORKS39,76640,340+5747,3149,5000.12%+2,186
ESTEE LAUDER COS(EL)020,828+20,82803,0460.04%+3,046
INTL PAPER(IP)128,153183,541+55,3884,5456,6340.08%+2,089
HUNTINGTON BANCSHS(HBAN)0490,659+490,65906,2410.08%+6,241
COMCAST CORP.(CCZ)243,713293,898+50,18510,80612,8890.16%+2,082
UBER TECH.(UBER)93,888103,362+9,4744,3186,3640.08%+2,046
APPFOLIO INC.(APPF)011,746+11,74602,0350.03%+2,035
EBAY INC.(EBAY)075,346+75,34603,2870.04%+3,287
MICRON TECHN. INC.(MU)0103,512+103,51208,8340.11%+8,834
DANAHER CORP.(DHR)221,400245,766+24,36654,92956,8560.73%+1,926
CAMPBELL SOUP CO.(CPB)049,312+49,31202,1320.03%+2,132
VERALTO CORP.(VLTO)022,522+22,52201,8530.02%+1,853
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