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
301
$4.53M 0.04%
18,872
-506
302
$4.47M 0.04%
24,220
-341
303
$4.43M 0.04%
28,984
-779
304
$4.41M 0.04%
49,919
-402
305
$4.39M 0.04%
29,800
306
$4.39M 0.04%
342,699
+207,639
307
$4.37M 0.04%
31,129
+3,778
308
$4.34M 0.04%
10,855
-1,115
309
$4.32M 0.04%
105,077
+82,384
310
$4.31M 0.04%
96,828
-29,444
311
$4.31M 0.04%
46,167
-111
312
$4.26M 0.04%
146,407
-3,328
313
$4.26M 0.04%
24,325
+6,361
314
$4.22M 0.04%
72,035
-11,264
315
$4.13M 0.04%
21,127
-1,171
316
$4.12M 0.04%
58,363
-3,262
317
$4.12M 0.04%
157,270
-5,528
318
$4.11M 0.04%
70,161
+13,322
319
$4.11M 0.04%
11,949
+192
320
$4.04M 0.04%
58,169
+13,580
321
$4.03M 0.04%
19,381
-7,405
322
$4.02M 0.04%
218,805
+3,783
323
$4.01M 0.04%
42,551
-2,392
324
$4M 0.04%
49,798
-329
325
$3.99M 0.04%
30,430
+7,723
11 12
13
14 15