BMSSC

B. Metzler seel. Sohn & Co Portfolio holdings

AUM $10.8B
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.86B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$12.8M
3
+$10.6M
4
ALL icon
Allstate
ALL
+$10.6M
5
AAPL icon
Apple
AAPL
+$9.95M

Top Sells

1
+$13.5M
2
+$8.81M
3
+$8.33M
4
META icon
Meta Platforms (Facebook)
META
+$6.88M
5
IBM icon
IBM
IBM
+$6.03M

Sector Composition

1 Technology 25.37%
2 Healthcare 17.78%
3 Financials 17.65%
4 Consumer Staples 9.8%
5 Consumer Discretionary 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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