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
526
$1.3M 0.01%
+43,540
527
$1.3M 0.01%
+31,639
528
$1.3M 0.01%
22,284
-1,459
529
$1.29M 0.01%
2,842
-543
530
$1.28M 0.01%
24,762
-11
531
$1.28M 0.01%
15,000
532
$1.28M 0.01%
16,319
-4,566
533
$1.27M 0.01%
15,544
+1,405
534
$1.26M 0.01%
19,347
-3,794
535
$1.26M 0.01%
11,322
-2,316
536
$1.26M 0.01%
18,832
+2,025
537
$1.25M 0.01%
8,404
538
$1.25M 0.01%
10,449
-525
539
$1.25M 0.01%
+125,000
540
$1.24M 0.01%
30,811
-35,546
541
$1.24M 0.01%
17,264
-67
542
$1.24M 0.01%
+26,356
543
$1.24M 0.01%
24,540
+6,792
544
$1.23M 0.01%
476
+81
545
$1.23M 0.01%
5,745
546
$1.21M 0.01%
31,830
+23,516
547
$1.21M 0.01%
12,952
+4,138
548
$1.2M 0.01%
13,426
-36,372
549
$1.2M 0.01%
10,222
+32
550
$1.19M 0.01%
3,691
+792
20 21
22
23 24