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
351
$3.29M 0.03%
722,000
352
$3.27M 0.03%
78,743
+26,500
353
$3.23M 0.03%
30,659
+11,111
354
$3.18M 0.03%
12,001
-5,576
355
$3.18M 0.03%
64,187
356
$3.06M 0.03%
74,863
+1,433
357
$3.03M 0.03%
177,275
+9,174
358
$3.03M 0.03%
49,042
-30,519
359
$3.03M 0.03%
104,952
-13,903
360
$3.02M 0.03%
6,137
+2,847
361
$3M 0.03%
29,830
362
$2.96M 0.03%
18,962
+3,174
363
$2.94M 0.03%
178,235
-6,550
364
$2.92M 0.03%
66,416
+15,099
365
$2.92M 0.03%
6,703
-2,351
366
$2.9M 0.03%
41,181
-2,826
367
$2.89M 0.03%
9,468
-5,323
368
$2.85M 0.03%
140,025
+57,751
369
$2.83M 0.03%
79,574
-27,641
370
$2.83M 0.03%
51,627
-22
371
$2.77M 0.03%
9,374
-3,988
372
$2.76M 0.03%
99,111
+44,537
373
$2.75M 0.03%
4,678
+2,725
374
$2.73M 0.03%
39,024
+3,760
375
$2.72M 0.03%
22,415
-798
13 14
15
16 17