Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PCS
Personal CFO Solutions’s
Mettler-Toledo International
MTD
Stock Holding History
Personal CFO Solutions’s Portfolio
MTD Stock Details
MTD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-472
Closed
-$523K
–
538
2023
Q3
$523K
Buy
472
+10
+2%
+$12.3K
0.1%
188
2023
Q2
$605K
Buy
462
+12
+3%
+$16.9K
0.12%
165
2023
Q1
$688K
Sell
450
-29
-6%
-$43.6K
0.14%
141
2022
Q4
$692K
Sell
479
-1
-0.2%
-$1.34K
0.15%
138
2022
Q3
$520K
Sell
480
-251
-34%
-$312K
0.13%
149
2022
Q2
$840K
Sell
731
-16
-2%
-$20.1K
0.2%
86
2022
Q1
$1.03M
Buy
747
+10
+1%
+$14.4K
0.2%
99
2021
Q4
$1.25M
Buy
737
+18
+3%
+$27.2K
0.23%
88
2021
Q3
$990K
Sell
719
-21
-3%
-$31.6K
0.2%
104
2021
Q2
$1.02M
Sell
740
-149
-17%
-$192K
0.21%
94
2021
Q1
$1.03M
Buy
889
+2
+0.2%
+$2.32K
0.22%
93
2020
Q4
$1.01M
Sell
887
-70
-7%
-$76.8K
0.25%
94
2020
Q3
$1K
Sell
957
-1
-0.1%
-$928
0.33%
99
2020
Q2
$772K
Buy
958
+64
+7%
+$47.6K
0.23%
91
2020
Q1
$617K
Sell
894
-88
-9%
-$65.7K
0.22%
100
2019
Q4
$777K
Buy
982
+5
+0.5%
+$3.61K
0.22%
97
2019
Q3
$689K
Buy
+977
New
+$717K
0.27%
87
Other funds holding MTD
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fundsmith LLP
London, United Kingdom
$12.8B AUM
6.9%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fiera Capital (Canada)
Montreal, Quebec, Canada
$29.2B AUM
20.16%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close