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
376
$2.71M 0.03%
124,834
+9,290
377
$2.68M 0.02%
76,587
+279
378
$2.67M 0.02%
19,980
-623
379
$2.66M 0.02%
5
380
$2.64M 0.02%
212,326
-11,786
381
$2.63M 0.02%
141,599
+76,322
382
$2.63M 0.02%
17,757
+1,126
383
$2.59M 0.02%
43,020
-8,243
384
$2.58M 0.02%
107,700
+2,000
385
$2.56M 0.02%
525,300
386
$2.56M 0.02%
8,934
-1,044
387
$2.53M 0.02%
39,147
+1,629
388
$2.5M 0.02%
41,183
+21,660
389
$2.48M 0.02%
11,930
+3,710
390
$2.48M 0.02%
85,448
+46,927
391
$2.48M 0.02%
80,797
+1,291
392
$2.46M 0.02%
44,434
-2,544
393
$2.4M 0.02%
19,175
+4,989
394
$2.38M 0.02%
46,168
-5,144
395
$2.35M 0.02%
102,209
-609
396
$2.34M 0.02%
110,199
+11,172
397
$2.33M 0.02%
14,766
+7,344
398
$2.33M 0.02%
141,250
-105,022
399
$2.31M 0.02%
10,124
+7,000
400
$2.3M 0.02%
47,197
14 15
16
17 18