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
$30.8B
AUM Growth
+$18.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.39B
3
+$1.04B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$962M
5
MA icon
Mastercard
MA
+$792M

Top Sells

1
+$94.1M
2
+$64.8M
3
+$40.2M
4
AAPL icon
Apple
AAPL
+$23.5M
5
GEN icon
Gen Digital
GEN
+$21.2M

Sector Composition

1 Technology 28.23%
2 Healthcare 16.28%
3 Financials 12.81%
4 Consumer Discretionary 11.98%
5 Consumer Staples 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.03M 0.01%
95,627
+79,164
427
$2.01M 0.01%
30,503
+6,916
428
$2M 0.01%
297,533
+40,742
429
$1.98M 0.01%
7,583
+2,183
430
$1.96M 0.01%
12,295
-1,621
431
$1.96M 0.01%
50,409
-15,720
432
$1.96M 0.01%
66,301
-40,188
433
$1.92M 0.01%
2,969
-211
434
$1.89M 0.01%
50,049
-2,953
435
$1.89M 0.01%
5,046
-7,105
436
$1.88M 0.01%
1,842
+216
437
$1.88M 0.01%
24,149
-2,064
438
$1.88M 0.01%
500,000
439
$1.87M 0.01%
15,019
-2,132
440
$1.87M 0.01%
32,897
-21,803
441
$1.87M 0.01%
25,242
-501
442
$1.85M 0.01%
17,771
-863
443
$1.84M 0.01%
28,179
-45,000
444
$1.84M 0.01%
25,804
-477
445
$1.83M 0.01%
27,040
-7,592
446
$1.8M 0.01%
34,361
+208
447
$1.8M 0.01%
16,825
+2,450
448
$1.78M 0.01%
12,951
+4,801
449
$1.77M 0.01%
11,168
-4,721
450
$1.74M 0.01%
57,951
+38,000
16 17
18
19 20