Vontobel Holding

Vontobel Holding Portfolio holdings

AUM $31.9B
1-Year Est. Return 23.58%
This Quarter Est. Return
1 Year Est. Return
+23.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.8B
AUM Growth
-$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$126M
3
+$27.2M
4
LIN icon
Linde
LIN
+$22.6M
5
NEE icon
NextEra Energy
NEE
+$16.9M

Top Sells

1
+$88.9M
2
+$67.5M
3
+$55.7M
4
TSLA icon
Tesla
TSLA
+$32.3M
5
ACN icon
Accenture
ACN
+$29.5M

Sector Composition

1 Technology 31.6%
2 Healthcare 13.46%
3 Consumer Discretionary 10.92%
4 Industrials 10.51%
5 Financials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.84M 0.07%
177,365
+13,804
227
$7.83M 0.07%
205,370
-66,618
228
$7.66M 0.07%
19,866
+2,582
229
$7.66M 0.07%
88,401
-82,976
230
$7.63M 0.07%
110,769
-15,211
231
$7.63M 0.07%
77,392
+372
232
$7.59M 0.07%
223,062
+1,468
233
$7.57M 0.07%
67,945
-93,397
234
$7.56M 0.07%
214,015
-18,325
235
$7.52M 0.07%
144,138
-26,389
236
$7.49M 0.07%
410,200
+2,457
237
$7.48M 0.07%
128,617
+18,425
238
$7.47M 0.07%
82,636
-18,997
239
$7.39M 0.07%
61,656
+9,468
240
$7.25M 0.07%
36,872
-5,582
241
$7.24M 0.07%
97,794
-11,903
242
$7.21M 0.07%
92,146
-10,877
243
$7.21M 0.07%
150,000
244
$7.17M 0.07%
59,650
-18,207
245
$7.16M 0.07%
417,374
-104,165
246
$7.14M 0.07%
8,670
+1,665
247
$7.12M 0.07%
92,825
-694
248
$7.02M 0.06%
111,515
-23,177
249
$6.84M 0.06%
152,933
-159,732
250
$6.81M 0.06%
62,658
-32,256
8 9
10
11 12