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
$9.25B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$49.5M
3
+$44.8M
4
VZ icon
Verizon
VZ
+$43.3M
5
NVDA icon
NVIDIA
NVDA
+$39.9M

Top Sells

1
+$113M
2
+$107M
3
+$37.7M
4
LOGI icon
Logitech
LOGI
+$37.2M
5
AMAT icon
Applied Materials
AMAT
+$35.2M

Sector Composition

1 Technology 32.11%
2 Healthcare 15.6%
3 Financials 13.12%
4 Industrials 9.2%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$963K 0.01%
104,408
-346,313
552
$962K 0.01%
10,311
-830
553
$958K 0.01%
6,607
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554
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36,037
-8,930
555
$946K 0.01%
7,377
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556
$945K 0.01%
+41,096
557
$942K 0.01%
310,000
558
$938K 0.01%
4,146
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559
$928K 0.01%
31,866
-232
560
$921K 0.01%
37,082
-1,116
561
$911K 0.01%
31,638
-1,322
562
$908K 0.01%
+10,054
563
$901K 0.01%
5,385
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564
$890K 0.01%
12,680
+1,298
565
$889K 0.01%
27,610
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$883K 0.01%
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569
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9,253
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570
$875K 0.01%
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571
$874K 0.01%
10,324
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572
$874K 0.01%
+6,000
573
$870K 0.01%
18,854
-3,641
574
$866K 0.01%
4,199
-64
575
$865K 0.01%
27,474
+18,168
21 22
23
24 25