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
$7.83B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$99.8M
3
+$66.1M
4
UNH icon
UnitedHealth
UNH
+$18.9M
5
CDW icon
CDW
CDW
+$16.3M

Top Sells

1
+$47.4M
2
+$23.7M
3
+$13.4M
4
ISRG icon
Intuitive Surgical
ISRG
+$11.4M
5
MCD icon
McDonald's
MCD
+$9.46M

Sector Composition

1 Technology 30.85%
2 Healthcare 15.15%
3 Financials 13.46%
4 Consumer Discretionary 12.21%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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