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
251
$6.78M 0.06%
13,939
+3,940
252
$6.77M 0.06%
59,936
+14,191
253
$6.72M 0.06%
55,130
+11,665
254
$6.68M 0.06%
123,464
+54,055
255
$6.61M 0.06%
608,809
256
$6.6M 0.06%
88,637
+26,811
257
$6.56M 0.06%
58,062
+8,419
258
$6.5M 0.06%
32,194
-226
259
$6.5M 0.06%
1,764,946
+396,738
260
$6.46M 0.06%
111,950
-689
261
$6.4M 0.06%
19,754
-171
262
$6.35M 0.06%
69,272
-658
263
$6.15M 0.06%
71,675
-4,546
264
$6.13M 0.06%
194,176
+55,908
265
$6.12M 0.06%
96,191
+16,543
266
$6.12M 0.06%
563,148
-729
267
$6.1M 0.06%
23,934
-1,705
268
$6.1M 0.06%
380,970
+119,743
269
$6.01M 0.06%
29,905
+9,387
270
$5.99M 0.06%
225,773
+45,148
271
$5.97M 0.06%
142,017
272
$5.91M 0.05%
15,177
-3,241
273
$5.83M 0.05%
47,476
+241
274
$5.82M 0.05%
38,738
-11,722
275
$5.69M 0.05%
62,897
-2,198
9 10
11
12 13