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
426
$2.12M 0.02%
18,897
-2,602
427
$2.11M 0.02%
88,421
-13,788
428
$2.11M 0.02%
32,670
-1,965
429
$2.1M 0.02%
35,257
+20
430
$2.1M 0.02%
14,060
+4,960
431
$2.09M 0.02%
51,654
-14,762
432
$2.06M 0.02%
52,530
433
$2.05M 0.02%
752,381
-17,751
434
$2.04M 0.02%
6,533
-766
435
$2.03M 0.02%
41,034
+3,176
436
$2.02M 0.02%
70,451
-12,372
437
$2.02M 0.02%
34,770
+24,831
438
$2.01M 0.02%
13,078
+859
439
$2M 0.02%
295,042
+242,214
440
$1.95M 0.02%
31,130
-1,250
441
$1.95M 0.02%
12,185
+1,415
442
$1.94M 0.02%
32,318
-12,116
443
$1.94M 0.02%
17,500
-10,640
444
$1.92M 0.02%
17,035
-3,938
445
$1.9M 0.02%
21,277
-9,554
446
$1.87M 0.02%
101,368
+14,382
447
$1.85M 0.02%
12,449
448
$1.85M 0.02%
89,256
+14,040
449
$1.84M 0.02%
29,221
-2,503
450
$1.84M 0.02%
37,527
+617
16 17
18
19 20