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
$11.6B
AUM Growth
-$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$89.5M
3
+$59.4M
4
UBS icon
UBS Group
UBS
+$44.1M
5
AMD icon
Advanced Micro Devices
AMD
+$41.2M

Top Sells

1
+$161M
2
+$53M
3
+$35.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$35.3M
5
TSM icon
TSMC
TSM
+$34.2M

Sector Composition

1 Technology 34.81%
2 Healthcare 13.29%
3 Financials 13.29%
4 Consumer Discretionary 9.67%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.19M 0.04%
7,638
+888
302
$4.18M 0.04%
41,331
+22,504
303
$4.17M 0.04%
919,319
+492,235
304
$4.16M 0.04%
24,664
+9,717
305
$4.11M 0.04%
27,434
-19,000
306
$4.09M 0.04%
111,124
-16,551
307
$4.01M 0.03%
22,714
+3,955
308
$4M 0.03%
18,641
+2,912
309
$4M 0.03%
19,480
-1,114
310
$3.87M 0.03%
114,991
-13,544
311
$3.83M 0.03%
48,501
+5,252
312
$3.78M 0.03%
28,129
-2,555
313
$3.77M 0.03%
243,538
+28,888
314
$3.75M 0.03%
28,228
-18,253
315
$3.74M 0.03%
14,841
+950
316
$3.73M 0.03%
30,977
+1,621
317
$3.73M 0.03%
135,005
+31,772
318
$3.71M 0.03%
30,335
-15,882
319
$3.71M 0.03%
+90,120
320
$3.71M 0.03%
40,095
+18,222
321
$3.67M 0.03%
51,261
-1,090
322
$3.65M 0.03%
+50,402
323
$3.65M 0.03%
46,911
-25,324
324
$3.63M 0.03%
140,671
-5,395
325
$3.6M 0.03%
25,876
-365
11 12
13
14 15