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Donovan Lippe

@B. Metzler Seel. Sohn & Co. Holding Ag

Latest period2024 - Q3ReportedManaged Assets$10.058BTotal holdings757
Assets growth rate45.75%Assets growth rate (2-Q avg)24.21%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in B. Metzler Seel. Sohn & Co. Holding Ag's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 757 positions.

Assets under management

The assets under management (AUM) of B. Metzler Seel. Sohn & Co. Holding Ag over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 10.058B in assets, with a quarterly growth rate of 45.75% and a 2-quarter average growth rate of 24.21%. The portfolio is managed by Donovan Lippe, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft
Recent Activity
Decreased -2.78%
7.49%
$753.299M
1.751M shares@ $430.28 avg price
KOCoca-cola Co.
Recent Activity
Decreased -15.06%
2.68%
$269.382M
3.749M shares@ $71.86 avg price
VVisa Inc.
Recent Activity
Decreased -27.14%
2.68%
$268.64M
977,053 shares@ $274.95 avg price
METAMeta Platf.
Recent Activity
Decreased -20.42%
1.17%
$116.708M
203,874 shares@ $572.46 avg price
BLKBlackrock
Recent Activity
Decreased -37.09%
1.15%
$115.377M
121,512 shares@ $949.52 avg price
LLYEli Lilly
Recent Activity
Decreased -8.99%
0.86%
$85.849M
96,903 shares@ $885.93 avg price
JPMJpmorgan Chase
Recent Activity
Decreased -67.18%
0.75%
$74.684M
354,189 shares@ $210.87 avg price
CATCaterpillar Inc.
Recent Activity
Decreased -77.51%
0.55%
$54.997M
140,614 shares@ $391.13 avg price
XYLXylem Inc.
Recent Activity
Decreased -32.19%
0.52%
$52.169M
386,354 shares@ $135.04 avg price
BKNGBooking Hldgs
Recent Activity
Decreased -83.1%
0.49%
$48.29M
11,465 shares@ $4211.92 avg price