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
$11.9B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$54M
3
+$51.8M
4
TJX icon
TJX Companies
TJX
+$37M
5
VLTO icon
Veralto
VLTO
+$31.1M

Top Sells

1
+$68.2M
2
+$66.7M
3
+$46.5M
4
BMY icon
Bristol-Myers Squibb
BMY
+$45.6M
5
UBS icon
UBS Group
UBS
+$44.4M

Sector Composition

1 Technology 34.13%
2 Healthcare 12.23%
3 Consumer Discretionary 10.73%
4 Industrials 10.68%
5 Financials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4.22M 0.04%
15,409
+5,941
327
$4.16M 0.03%
209,647
-29,508
328
$4.15M 0.03%
31,237
+13,882
329
$4.13M 0.03%
126,507
-1,136
330
$4.11M 0.03%
21,855
-397
331
$4.09M 0.03%
57,264
-905
332
$4.09M 0.03%
28,671
-1,759
333
$4.06M 0.03%
72,223
+8,036
334
$3.98M 0.03%
8,337
+3,810
335
$3.9M 0.03%
12,564
+960
336
$3.84M 0.03%
106,958
+1,881
337
$3.82M 0.03%
210,927
-21,030
338
$3.81M 0.03%
82,845
-13,983
339
$3.67M 0.03%
196,375
-22,430
340
$3.67M 0.03%
30,780
-7,738
341
$3.63M 0.03%
89,900
-15,052
342
$3.61M 0.03%
52,534
+907
343
$3.61M 0.03%
48,095
-618
344
$3.6M 0.03%
28,012
-2,647
345
$3.59M 0.03%
156,339
+16,314
346
$3.59M 0.03%
+327,801
347
$3.56M 0.03%
35,991
-4,177
348
$3.56M 0.03%
45,719
+4,538
349
$3.54M 0.03%
17,632
+4,738
350
$3.53M 0.03%
35,204
+5,374
12 13
14
15 16