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
501
$1.47M 0.01%
6,165
-18
502
$1.46M 0.01%
3,574
+334
503
$1.46M 0.01%
24,255
+1,644
504
$1.46M 0.01%
8,161
-565
505
$1.45M 0.01%
46,633
-9,565
506
$1.45M 0.01%
15,065
-1,595
507
$1.43M 0.01%
206,147
+17,298
508
$1.43M 0.01%
7,333
-1,043
509
$1.42M 0.01%
3,777
-1,028
510
$1.4M 0.01%
13,051
+1,300
511
$1.39M 0.01%
14,864
+6,215
512
$1.39M 0.01%
11,637
+1,259
513
$1.38M 0.01%
6,812
+1,382
514
$1.37M 0.01%
13,609
-3,358
515
$1.37M 0.01%
1,815
-2,863
516
$1.36M 0.01%
15,115
-4,429
517
$1.36M 0.01%
9,651
-524
518
$1.36M 0.01%
15,770
+12,408
519
$1.35M 0.01%
10,000
520
$1.34M 0.01%
6,969
-7,797
521
$1.32M 0.01%
14,209
-1,486
522
$1.32M 0.01%
10,473
-106
523
$1.31M 0.01%
2,293
+1,111
524
$1.31M 0.01%
32,240
-3,464
525
$1.31M 0.01%
28,550
+200
19 20
21
22 23