Deutsche Bank Portfolio holdings
Deutsche Bank AG, founded in 1870 to finance German exports and headquartered in Frankfurt, Germany, is a leading global investment bank with a significant presence in commercial banking, wealth management, and asset management, managing billions in assets across Europe, the Americas, and Asia. Known for its expertise in trading, corporate finance, and mergers and acquisitions, it serves corporations, governments, and institutional clients, though it has faced challenges, including hefty fines and restructuring efforts following the 2008 financial crisis and subsequent scandals. Under CEO Christian Sewing since 2018, the bank has shifted focus toward cost-cutting, digital transformation, and strengthening its core European operations, while its asset management arm, DWS, oversees hundreds of billions in investments. Despite a turbulent past, Deutsche Bank remains a key player in global finance, balancing its legacy with efforts to adapt to a rapidly evolving industry.
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.37B |
| 2 |
Pfizer
PFE
|
$588M |
| 3 |
Apple
AAPL
|
$446M |
| 4 |
Welltower
WELL
|
$437M |
| 5 |
Cisco
CSCO
|
$389M |
Top Sells
| 1 |
CERN
Cerner Corp
CERN
|
$1.81B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.29B |
| 3 |
TC Energy
TRP
|
$334M |
| 4 |
JD.com
JD
|
$285M |
| 5 |
HCC
HCC INSURANCES HOLDINGS INC
HCC
|
$278M |
Sector Composition
| 1 | Financials | 13.37% |
| 2 | Healthcare | 13.13% |
| 3 | Technology | 12.2% |
| 4 | Industrials | 8.93% |
| 5 | Consumer Discretionary | 8.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4776
Orion Energy Systems
OESX
$24.4M
| $0 | ﹤0.01% | 99 -16,501 | -99% | – |
|
4777
Oramed Pharmaceuticals
ORMP
$90.2M
| $0 | ﹤0.01% | +95 | New | – |
|
4778
Oxford Square Capital
OXSQ
$171M
| – | – | -4,922 | Closed | -$33K |
|
4779
Palisade Bio
PALI
$6.3M
| $0 | ﹤0.01% | 7 -5,735 | -100% | – |
|
|
PIM
4780
Putnam Master Intermediate Income Trust
PIM
$161M
| – | – | -4,860 | Closed | -$21K |
|
|
PMO
4781
Putnam Municipal Opportunities Trust
PMO
$278M
| – | – | -35,225 | Closed | -$421K |
|
4782
Performance Shipping
PSHG
$23.5M
| $0 | ﹤0.01% | 2 | – | – |
|