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
476
$1.63M 0.01%
68,206
-10,124
477
$1.63M 0.01%
12,840
-350
478
$1.62M 0.01%
9,283
+951
479
$1.62M 0.01%
46,701
-34,096
480
$1.62M 0.01%
28,158
+6,545
481
$1.62M 0.01%
17,000
482
$1.6M 0.01%
23,684
-17,499
483
$1.6M 0.01%
16,543
+824
484
$1.56M 0.01%
20,157
+776
485
$1.55M 0.01%
28,179
486
$1.54M 0.01%
56,926
+9,471
487
$1.54M 0.01%
47,410
+11,956
488
$1.53M 0.01%
25,874
+17,724
489
$1.53M 0.01%
14,990
-2,086
490
$1.52M 0.01%
14,363
-4,161
491
$1.52M 0.01%
14,928
-462
492
$1.51M 0.01%
41,784
+20,016
493
$1.49M 0.01%
5,751
494
$1.49M 0.01%
32,000
495
$1.49M 0.01%
+14,775
496
$1.49M 0.01%
150,962
+20,883
497
$1.49M 0.01%
7,226
+5,395
498
$1.48M 0.01%
36,694
-8,202
499
$1.48M 0.01%
10,836
-3,826
500
$1.48M 0.01%
32,500
18 19
20
21 22