Kathleen Engler
@Baader Bank Aktiengesellschaft
Latest period2024 - Q3ReportedManaged Assets$1.71BTotal holdings398
Assets growth rate8.39%Assets growth rate (2-Q avg)10.34%Continuous growth in asset value3 quarters
Portfolio positions
This chart displays the top 10 holdings in Baader Bank Aktiengesellschaft's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 398 positions.
Assets under management
The assets under management (AUM) of Baader Bank Aktiengesellschaft over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.71B in assets, with a quarterly growth rate of 8.39% and a 2-quarter average growth rate of 10.34%. The portfolio is managed by Kathleen Engler, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MSFTMicrosoft Corp
| 5.68% | $97.059M 225,823 shares@ $429.8 avg price | Decreased -5.82% |
AMZNAmazon Com Inc
| 4.9% | $83.634M 448,848 shares@ $186.33 avg price | Decreased -3.92% |
GOOGLAlphabet Inc
| 4.53% | $77.439M 466,922 shares@ $165.86 avg price | Decreased -18.82% |
METAMeta Platforms Inc
| 4.52% | $77.158M 134,915 shares@ $571.91 avg price | Increased 31.83% |
LINLinde Plc
| 4.11% | $70.137M 147,102 shares@ $476.8 avg price | Increased 14.25% |
WMTWalmart Inc
| 3.36% | $57.329M 710,116 shares@ $80.74 avg price | Increased 59.96% |
NVDANvidia Corporation
| 3.29% | $56.209M 472,616 shares@ $118.94 avg price | Decreased -9.95% |
AAPLApple Inc
| 3.12% | $53.247M 230,928 shares@ $230.58 avg price | Decreased -26.11% |
ISRGIntuitive Surgical Inc
| 2.41% | $41.136M 83,734 shares@ $491.27 avg price | Increased 101.8% |
FTNTFortinet Inc
| 2.29% | $38.995M 502,915 shares@ $77.54 avg price | Increased 101.37% |