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
326
$3.98M 0.04%
101,526
-19,253
327
$3.96M 0.04%
231,957
-7,557
328
$3.79M 0.04%
41,580
+805
329
$3.76M 0.03%
28,140
330
$3.71M 0.03%
14,431
-1,140
331
$3.68M 0.03%
15,722
-1,314
332
$3.68M 0.03%
127,088
+6,464
333
$3.66M 0.03%
127,643
334
$3.6M 0.03%
47,626
335
$3.56M 0.03%
40,168
+20,042
336
$3.56M 0.03%
28,334
-72,731
337
$3.56M 0.03%
48,234
-323
338
$3.49M 0.03%
254,621
-46,792
339
$3.48M 0.03%
276,923
+173,477
340
$3.47M 0.03%
17,078
-2,482
341
$3.46M 0.03%
359,718
+315,671
342
$3.44M 0.03%
22,252
-28
343
$3.41M 0.03%
80,560
+467
344
$3.37M 0.03%
55,858
+20
345
$3.35M 0.03%
94,035
+14,664
346
$3.33M 0.03%
48,713
-1,679
347
$3.33M 0.03%
16,643
-159
348
$3.32M 0.03%
11,604
-1,665
349
$3.31M 0.03%
100,301
+13,830
350
$3.3M 0.03%
29,014
-3,835
12 13
14
15 16