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
526
$1.01M 0.01%
10,166
+1,859
527
$991K 0.01%
110,755
+597
528
$980K 0.01%
14,336
+2,200
529
$979K 0.01%
4,904
+2,812
530
$978K 0.01%
+14,680
531
$973K 0.01%
48,825
+288
532
$961K 0.01%
11,800
+2,500
533
$961K 0.01%
10,500
534
$956K 0.01%
7,202
+702
535
$951K 0.01%
7,808
+1,308
536
$946K 0.01%
8,593
+563
537
$946K 0.01%
13,217
-25,558
538
$942K 0.01%
26,465
+1,768
539
$938K 0.01%
+112,647
540
$935K 0.01%
6,600
-500
541
$935K 0.01%
4,076
+2,881
542
$934K 0.01%
7,000
+450
543
$933K 0.01%
10,035
+5,550
544
$926K 0.01%
14,200
-4,760
545
$921K 0.01%
28,477
+14,890
546
$917K 0.01%
66,262
+1,421
547
$917K 0.01%
12,299
-164
548
$916K 0.01%
12,070
549
$915K 0.01%
6,967
+1,023
550
$914K 0.01%
210,331
-5,400
20 21
22
23 24