VAM

Vontobel Asset Management Portfolio holdings

AUM $18B
1-Year Est. Return 28.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$154M
2 +$146M
3 +$138M
4
ADBE icon
Adobe
ADBE
+$107M
5
SNPS icon
Synopsys
SNPS
+$97.7M

Top Sells

1 +$206M
2 +$127M
3 +$88.6M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$64.7M
5
BSX icon
Boston Scientific
BSX
+$63.8M

Sector Composition

1 Technology 21.99%
2 Healthcare 19.35%
3 Financials 17.44%
4 Consumer Discretionary 13.99%
5 Consumer Staples 12.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NU icon
76
Nu Holdings
NU
$72.6B
0