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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
JNJJohnson And Johnson
Recent Activity
Increased 72.16%
0.72%
$72.049M
444,580 shares@ $162.07 avg price
TSMTaiwan Semicon.manu.
Recent Activity
Increased 25.08%
0.66%
$65.676M
378,166 shares@ $173.67 avg price
INTUIntuit Inc.
Recent Activity
Increased 35.48%
0.56%
$56.144M
90,409 shares@ $621.0 avg price
CTASCintas Corp.
Recent Activity
Increased 341%
0.54%
$53.739M
261,019 shares@ $205.88 avg price
GOOGAlphabet Inc.
Recent Activity
Increased 906.72%
0.52%
$51.832M
310,088 shares@ $167.16 avg price
APHAmphenol Corp.
Recent Activity
Increased 88.06%
0.51%
$50.812M
779,801 shares@ $65.16 avg price
COSTCostco Wholesale
Recent Activity
Increased 13.21%
0.51%
$50.319M
56,761 shares@ $886.5 avg price
ZTSZoetis Inc.
Recent Activity
Increased 123.8%
0.5%
$49.325M
252,457 shares@ $195.39 avg price
NFLXNetflix Inc.
Recent Activity
Increased 331.48%
0.47%
$47.189M
66,537 shares@ $709.22 avg price
TXNTexas Instr.
Recent Activity
Increased 72.5%
0.47%
$47.122M
228,118 shares@ $206.57 avg price