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
$11.3B
AUM Growth
-$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$73.1M
3
+$64.6M
4
VZ icon
Verizon
VZ
+$57.3M
5
AMD icon
Advanced Micro Devices
AMD
+$50.5M

Top Sells

1
+$90.5M
2
+$85.5M
3
+$72.5M
4
ADBE icon
Adobe
ADBE
+$63.9M
5
NVDA icon
NVIDIA
NVDA
+$30.3M

Sector Composition

1 Technology 32.23%
2 Consumer Discretionary 13.67%
3 Healthcare 11.93%
4 Financials 11.9%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.5M 0.05%
62,075
+25,785
252
$5.48M 0.05%
118,823
+11,835
253
$5.46M 0.05%
32,252
+29,603
254
$5.37M 0.05%
51,349
+8,037
255
$5.35M 0.05%
75,342
+19,167
256
$5.32M 0.05%
116,262
+15,003
257
$5.29M 0.05%
45,493
+28,248
258
$5.28M 0.05%
62,687
-16,598
259
$5.23M 0.05%
57,727
-14,663
260
$5.19M 0.05%
63,105
-14,074
261
$5.14M 0.05%
34,517
+5,556
262
$5.12M 0.05%
16,190
+8,906
263
$5.08M 0.04%
264,100
+28,750
264
$5.06M 0.04%
18,085
+2,052
265
$5.05M 0.04%
17,174
-2,179
266
$5.04M 0.04%
91,746
-14,387
267
$4.98M 0.04%
614,091
+3,050
268
$4.96M 0.04%
84,278
+11,722
269
$4.89M 0.04%
227,904
+26,112
270
$4.89M 0.04%
30,225
+11,739
271
$4.82M 0.04%
107,089
-5,582
272
$4.79M 0.04%
195,239
+12,623
273
$4.79M 0.04%
56,996
+16,287
274
$4.75M 0.04%
28,826
+422
275
$4.73M 0.04%
48,586
+3,926
9 10
11
12 13