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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
AAPLApple Inc.
Recent Activity
Increased 54.18%
6.22%
$625.084M
2.683M shares@ $233.0 avg price
GOOGLAlphabet Inc.
Recent Activity
Increased 2036.67%
5.11%
$513.024M
3.093M shares@ $165.85 avg price
AMZNAmazon.com Inc.
Recent Activity
Increased 3166.42%
4.9%
$492.144M
2.641M shares@ $186.33 avg price
NVDANvidia Corp.
Recent Activity
Increased 2233.24%
4.78%
$480.093M
3.953M shares@ $121.44 avg price
PGProcter & Gamble Co.,
Recent Activity
Increased 427.46%
3.01%
$301.95M
1.743M shares@ $173.2 avg price
UNHUnitedhealth Group
Recent Activity
Increased 549.02%
2.76%
$276.785M
473,398 shares@ $584.68 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
TMOThermo Fish.scientif.
Recent Activity
Increased 490.01%
2.53%
$254.412M
411,290 shares@ $618.57 avg price