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
$13.5B
AUM Growth
-$493M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$86.8M
3
+$66.8M
4
CMCSA icon
Comcast
CMCSA
+$47.3M
5
V icon
Visa
V
+$38.7M

Top Sells

1
+$127M
2
+$75M
3
+$61.4M
4
LOW icon
Lowe's Companies
LOW
+$47.9M
5
AMZN icon
Amazon
AMZN
+$27.3M

Sector Composition

1 Technology 33.91%
2 Financials 20.12%
3 Consumer Discretionary 16.14%
4 Communication Services 7.36%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.72M 0.02%
83,600
+45,867
352
$2.72M 0.02%
30,605
+746
353
$2.71M 0.02%
32,490
+20,304
354
$2.71M 0.02%
30,989
-6,270
355
$2.67M 0.02%
22,104
-2,576
356
$2.64M 0.02%
100,000
357
$2.6M 0.02%
121,040
-87,398
358
$2.57M 0.02%
42,128
-14,078
359
$2.56M 0.02%
97,244
+6,315
360
$2.51M 0.02%
19,299
-7,967
361
$2.51M 0.02%
24,282
-4,146
362
$2.49M 0.02%
22,005
+17,952
363
$2.48M 0.02%
44,784
-79,685
364
$2.44M 0.02%
25,308
+17,736
365
$2.38M 0.02%
71,448
+15,691
366
$2.37M 0.02%
27,488
+3,253
367
$2.36M 0.02%
28,501
+12,466
368
$2.36M 0.02%
24,638
+13,201
369
$2.35M 0.02%
+12,513
370
$2.33M 0.02%
19,450
+8,350
371
$2.33M 0.02%
32,019
+3,000
372
$2.32M 0.02%
38,258
+2,590
373
$2.32M 0.02%
14,633
+11,321
374
$2.31M 0.02%
45,229
-12,434
375
$2.31M 0.02%
36,659
+4,131
13 14
15
16 17