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
$11.4B
AUM Growth
+$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$73.6M
2
+$38.4M
3
+$32M
4
TSLA icon
Tesla
TSLA
+$27.1M
5
LIN icon
Linde
LIN
+$20.7M

Top Sells

1
+$57.9M
2
+$53M
3
+$45.3M
4
NVDA icon
NVIDIA
NVDA
+$44.5M
5
AMZN icon
Amazon
AMZN
+$41M

Sector Composition

1 Technology 33.07%
2 Healthcare 13.24%
3 Industrials 10.85%
4 Financials 10.16%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4.3M 0.04%
99,073
-16,364
327
$4.25M 0.04%
20,518
+1,473
328
$4.2M 0.04%
16,802
-2,280
329
$4.19M 0.04%
239,514
-6,323
330
$4.15M 0.04%
47,626
+35,473
331
$4.15M 0.04%
69,409
-34,430
332
$4.12M 0.04%
11,757
+10,469
333
$4.12M 0.04%
117,653
-18,300
334
$4.02M 0.04%
27,351
-1,243
335
$4.02M 0.04%
9,054
-6,800
336
$4.01M 0.04%
40,775
+403
337
$4.01M 0.04%
28,140
338
$4M 0.04%
261,227
-298,243
339
$4M 0.04%
17,036
+210
340
$3.99M 0.04%
70,636
+16,174
341
$3.98M 0.03%
215,022
+1,420
342
$3.95M 0.03%
107,215
+37,937
343
$3.94M 0.03%
61,625
-5,422
344
$3.87M 0.03%
19,560
+224
345
$3.85M 0.03%
29,153
-40,533
346
$3.82M 0.03%
77,710
+1,765
347
$3.76M 0.03%
20,603
-220
348
$3.74M 0.03%
32,849
-6,863
349
$3.72M 0.03%
118,855
-44,184
350
$3.71M 0.03%
35,590
+3,444
12 13
14
15 16