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
376
$2.84M 0.02%
36,682
-11,552
377
$2.83M 0.02%
50,235
+1,193
378
$2.77M 0.02%
41,801
+22,904
379
$2.75M 0.02%
641,684
+191,345
380
$2.72M 0.02%
+66,000
381
$2.71M 0.02%
5
382
$2.71M 0.02%
111,050
-13,784
383
$2.71M 0.02%
107,700
384
$2.71M 0.02%
15,547
-3,415
385
$2.69M 0.02%
437,946
+42,144
386
$2.69M 0.02%
+34,798
387
$2.67M 0.02%
123,780
-17,819
388
$2.67M 0.02%
147,530
-168,949
389
$2.64M 0.02%
48,228
+2,060
390
$2.63M 0.02%
19,745
+1,053
391
$2.58M 0.02%
173,773
-12,726
392
$2.58M 0.02%
+287,423
393
$2.57M 0.02%
+305,412
394
$2.57M 0.02%
36,550
+8,806
395
$2.56M 0.02%
91,300
+10,000
396
$2.55M 0.02%
11,265
-665
397
$2.51M 0.02%
10,438
+1,467
398
$2.49M 0.02%
9,207
+96
399
$2.45M 0.02%
10,360
-47,744
400
$2.45M 0.02%
47,172
-25
14 15
16
17 18