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
$31B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$72.5M
3
+$62.8M
4
NKE icon
Nike
NKE
+$61.8M
5
CL icon
Colgate-Palmolive
CL
+$57.2M

Top Sells

1
+$227M
2
+$212M
3
+$181M
4
V icon
Visa
V
+$158M
5
KO icon
Coca-Cola
KO
+$125M

Sector Composition

1 Technology 26.74%
2 Healthcare 15.98%
3 Financials 12.95%
4 Consumer Discretionary 12.46%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.98M 0.01%
54,732
+34,956
452
$1.97M 0.01%
+4,576
453
$1.96M 0.01%
38,981
+15,727
454
$1.96M 0.01%
+9,616
455
$1.94M 0.01%
9,790
+824
456
$1.94M 0.01%
17,519
+694
457
$1.91M 0.01%
180,619
+49,191
458
$1.9M 0.01%
44,318
-30,624
459
$1.9M 0.01%
45,680
+28,470
460
$1.9M 0.01%
17,846
+487
461
$1.88M 0.01%
34,485
+2,208
462
$1.87M 0.01%
78,814
+2,758
463
$1.86M 0.01%
4,401
-3,009
464
$1.86M 0.01%
54,681
-22,711
465
$1.86M 0.01%
55,751
-2,200
466
$1.85M 0.01%
200,838
+36,657
467
$1.83M 0.01%
22,362
-2,875
468
$1.83M 0.01%
6,770
-1,538
469
$1.82M 0.01%
37,314
-638
470
$1.82M 0.01%
4,044
-306
471
$1.82M 0.01%
6,456
+16
472
$1.81M 0.01%
30,610
473
$1.8M 0.01%
21,471
-3,284
474
$1.79M 0.01%
569
-156
475
$1.78M 0.01%
22,043
-98,079
17 18
19
20 21