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
551
$907K 0.01%
12,092
+4,392
552
$905K 0.01%
2,316
-7
553
$903K 0.01%
1,989
-2,466
554
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555
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+3,000
556
$881K 0.01%
22,800
+750
557
$879K 0.01%
15,281
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558
$870K 0.01%
50,086
-6,269
559
$868K 0.01%
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560
$846K 0.01%
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561
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562
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563
$837K 0.01%
+11,649
564
$833K 0.01%
+40,610
565
$827K 0.01%
3,093
+2,169
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$820K 0.01%
18,805
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567
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568
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7,452
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569
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14,000
570
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13,599
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571
$793K 0.01%
48,985
-49,963
572
$788K 0.01%
10,144
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573
$781K 0.01%
18,962
+4,429
574
$772K 0.01%
9,193
+793
575
$763K 0.01%
18,062
-2,000
21 22
23
24 25