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
401
$1.98M 0.01%
32,650
+27,656
402
$1.97M 0.01%
12,434
+477
403
$1.97M 0.01%
10,149
+1,985
404
$1.96M 0.01%
21,400
+18,900
405
$1.94M 0.01%
205,421
-51,576
406
$1.94M 0.01%
72,387
-824
407
$1.93M 0.01%
5
408
$1.91M 0.01%
14,328
-2,769
409
$1.91M 0.01%
6,781
-191
410
$1.9M 0.01%
42,734
+684
411
$1.9M 0.01%
48,552
+28,010
412
$1.87M 0.01%
38,368
-852
413
$1.87M 0.01%
+16,867
414
$1.86M 0.01%
43,162
+771
415
$1.85M 0.01%
17,788
+1,665
416
$1.85M 0.01%
19,745
-53,527
417
$1.84M 0.01%
276,429
+420
418
$1.83M 0.01%
52,018
-7,565
419
$1.82M 0.01%
18,168
+7,786
420
$1.82M 0.01%
41,816
+5,728
421
$1.82M 0.01%
+24,051
422
$1.81M 0.01%
27,358
+416
423
$1.8M 0.01%
413,835
+214,411
424
$1.8M 0.01%
36,600
-2,136
425
$1.8M 0.01%
41,227
+18,270
15 16
17
18 19