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
451
$1.74M 0.01%
+97,073
452
$1.73M 0.01%
76,056
-27,237
453
$1.73M 0.01%
30,610
-2,630
454
$1.72M 0.01%
28,078
+91
455
$1.71M 0.01%
32,277
-4,101
456
$1.7M 0.01%
41,691
+20,061
457
$1.69M 0.01%
35,750
-802
458
$1.69M 0.01%
13,039
+5,880
459
$1.68M 0.01%
4,350
+1,503
460
$1.67M 0.01%
11,826
+1,436
461
$1.66M 0.01%
33,322
-71,481
462
$1.66M 0.01%
12,565
-275
463
$1.66M 0.01%
48,881
+10,594
464
$1.65M 0.01%
11,330
-4,678
465
$1.65M 0.01%
131,428
-124,287
466
$1.64M 0.01%
+17,359
467
$1.64M 0.01%
11,582
-1,009
468
$1.62M 0.01%
11,615
-882
469
$1.62M 0.01%
21,783
+8,854
470
$1.6M 0.01%
37,952
-16,048
471
$1.59M 0.01%
55,348
-13,850
472
$1.59M 0.01%
14,940
-2,085
473
$1.59M 0.01%
6,440
+4,533
474
$1.58M 0.01%
52,122
-900
475
$1.58M 0.01%
8,966
+755
17 18
19
20 21