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
426
$1.78M 0.01%
5,530
-749
427
$1.76M 0.01%
87,216
+416
428
$1.76M 0.01%
8,709
+2,001
429
$1.75M 0.01%
+24,419
430
$1.73M 0.01%
37,017
+15,557
431
$1.72M 0.01%
5,574
-49
432
$1.72M 0.01%
8,474
-1,795
433
$1.72M 0.01%
15,770
+7,000
434
$1.72M 0.01%
22,186
-510
435
$1.71M 0.01%
+22,420
436
$1.7M 0.01%
8,872
+1,110
437
$1.69M 0.01%
33,488
-105,562
438
$1.68M 0.01%
13,400
-5,221
439
$1.68M 0.01%
22,649
+18,523
440
$1.67M 0.01%
92,192
+2,966
441
$1.67M 0.01%
+13,576
442
$1.64M 0.01%
4,127
+2,508
443
$1.63M 0.01%
21,400
+1,253
444
$1.63M 0.01%
15,491
-2,773
445
$1.62M 0.01%
12,646
+1,050
446
$1.59M 0.01%
35,000
+28,360
447
$1.59M 0.01%
+9,014
448
$1.57M 0.01%
7,000
449
$1.57M 0.01%
21,726
-2,045
450
$1.56M 0.01%
97,500
+52,500
16 17
18
19 20