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
476
$1.39M 0.01%
60,800
+44,800
477
$1.35M 0.01%
26,406
-16,305
478
$1.35M 0.01%
21,103
+7,986
479
$1.32M 0.01%
5,975
+1,073
480
$1.31M 0.01%
18,330
-5,102
481
$1.31M 0.01%
34,916
-8,362
482
$1.26M 0.01%
13,315
483
$1.26M 0.01%
11,575
+692
484
$1.25M 0.01%
+8,344
485
$1.24M 0.01%
25,276
+9,940
486
$1.22M 0.01%
107,277
+69,376
487
$1.21M 0.01%
9,470
-7,062
488
$1.21M 0.01%
30,967
-6,937
489
$1.21M 0.01%
18,201
-783
490
$1.21M 0.01%
7,016
-2,429
491
$1.2M 0.01%
15,900
492
$1.2M 0.01%
11,494
-1,206
493
$1.2M 0.01%
13,115
+1,150
494
$1.18M 0.01%
+35,400
495
$1.18M 0.01%
18,045
+4,395
496
$1.16M 0.01%
78,570
-1,393
497
$1.16M 0.01%
86,571
+55,998
498
$1.16M 0.01%
83,203
+14,819
499
$1.15M 0.01%
21,012
+2,627
500
$1.15M 0.01%
3,102
-651
18 19
20
21 22