Seilern Investment Management LTD Portfolio Holdings by Sector
Seilern Investment Management LTD
- $1.75 Trillion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$285 Million
16.24% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST ISRG 2 stocks |
$228 Million
12.99% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX MTD 2 stocks |
$202 Million
11.53% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$197 Million
11.2% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$153 Million
8.72% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$111 Million
6.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW 1 stocks |
$109 Million
6.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
TYL 1 stocks |
$106 Million
6.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$102 Million
5.78% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$99.9 Million
5.7% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$95 Million
5.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO CME 2 stocks |
$21 Million
1.2% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$13.8 Million
0.79% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$13.3 Million
0.76% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GGG 1 stocks |
$10.4 Million
0.59% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$9.55 Million
0.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|