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
$10.8B
AUM Growth
-$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$126M
3
+$27.2M
4
LIN icon
Linde
LIN
+$22.6M
5
NEE icon
NextEra Energy
NEE
+$16.9M

Top Sells

1
+$88.9M
2
+$67.5M
3
+$55.7M
4
TSLA icon
Tesla
TSLA
+$32.3M
5
ACN icon
Accenture
ACN
+$29.5M

Sector Composition

1 Technology 31.6%
2 Healthcare 13.46%
3 Consumer Discretionary 10.92%
4 Industrials 10.51%
5 Financials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.43M 0.01%
32,380
+17,070
502
$1.43M 0.01%
86,986
+22,148
503
$1.43M 0.01%
28,713
-1,537
504
$1.42M 0.01%
13,231
-601
505
$1.42M 0.01%
63,551
-1,370
506
$1.41M 0.01%
176,080
-139,923
507
$1.4M 0.01%
34,045
+22,896
508
$1.4M 0.01%
13,190
-400
509
$1.4M 0.01%
9,846
-569
510
$1.39M 0.01%
23,141
+31
511
$1.38M 0.01%
16,660
-4,286
512
$1.38M 0.01%
3,385
+1,281
513
$1.38M 0.01%
5,198
+1,085
514
$1.38M 0.01%
18,897
+4,600
515
$1.38M 0.01%
18,524
+12,180
516
$1.37M 0.01%
21,946
-748
517
$1.37M 0.01%
10,175
-407
518
$1.36M 0.01%
76,602
+56,498
519
$1.36M 0.01%
8,726
-1,134
520
$1.35M 0.01%
35,674
521
$1.35M 0.01%
22,611
-337
522
$1.33M 0.01%
+130,079
523
$1.32M 0.01%
48,916
-3,452
524
$1.32M 0.01%
32,000
525
$1.32M 0.01%
36,948
-80,705
19 20
21
22 23