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
276
$5.66M 0.05%
61,978
+46,236
277
$5.63M 0.05%
81,633
-67
278
$5.59M 0.05%
16,961
+248
279
$5.58M 0.05%
71,445
+1,528
280
$5.56M 0.05%
335,340
-63,629
281
$5.53M 0.05%
73,257
-7,566
282
$5.45M 0.05%
97,729
+27,093
283
$5.43M 0.05%
609,655
+9,941
284
$5.34M 0.05%
24,176
+403
285
$5.29M 0.05%
90,787
+13,077
286
$5.21M 0.05%
202,598
-18,934
287
$5.17M 0.05%
38,518
+4,933
288
$5.11M 0.05%
46,256
+17,103
289
$5.06M 0.05%
153,272
-1,095
290
$4.93M 0.05%
44,092
-10,468
291
$4.89M 0.05%
155,700
+56,627
292
$4.87M 0.05%
160,515
+25,665
293
$4.87M 0.04%
47,116
-27,056
294
$4.85M 0.04%
66,129
+52,852
295
$4.76M 0.04%
38,526
+29
296
$4.72M 0.04%
86,407
-3,229
297
$4.69M 0.04%
45,975
+4,767
298
$4.6M 0.04%
316,479
-68,271
299
$4.57M 0.04%
239,155
+2,255
300
$4.56M 0.04%
106,874
-2,421
10 11
12
13 14