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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
NKENike Inc.
Recent Activity
Increased 8.72%
1.45%
$144.927M
1.639M shares@ $88.4 avg price
DEDeere & Company
Recent Activity
Increased 633.11%
1.37%
$136.936M
328,125 shares@ $417.33 avg price
MCDMcdonalds Corp.
Recent Activity
Increased 494.39%
1.21%
$121.254M
398,194 shares@ $304.51 avg price
MAMastercard Inc.
Recent Activity
Increased 33.21%
1.14%
$114.205M
231,279 shares@ $493.8 avg price
PEPPepsico Inc.
Recent Activity
Increased 83.61%
1.01%
$101.529M
597,058 shares@ $170.05 avg price
CTVACorteva Inc.
Recent Activity
Increased 12712.05%
1%
$99.869M
1.699M shares@ $58.8 avg price
HDHome Depot Inc.
Recent Activity
Increased 45.42%
0.92%
$92.078M
227,243 shares@ $405.2 avg price
ABBVAbbvie Inc.
Recent Activity
Increased 103.5%
0.89%
$89.42M
452,807 shares@ $197.48 avg price
AVGOBroadcom Inc.
Recent Activity
Increased 2626.2%
0.81%
$80.507M
466,724 shares@ $172.5 avg price
DHRDanaher Corp.
Recent Activity
Increased 60.08%
0.77%
$77.314M
278,089 shares@ $278.02 avg price