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
$10.8B
AUM Growth
-$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$126M
3
+$27.2M
4
LIN icon
Linde
LIN
+$22.6M
5
NEE icon
NextEra Energy
NEE
+$16.9M

Top Sells

1
+$88.9M
2
+$67.5M
3
+$55.7M
4
TSLA icon
Tesla
TSLA
+$32.3M
5
ACN icon
Accenture
ACN
+$29.5M

Sector Composition

1 Technology 31.6%
2 Healthcare 13.46%
3 Consumer Discretionary 10.92%
4 Industrials 10.51%
5 Financials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.15M 0.01%
10,190
-954
552
$1.15M 0.01%
10,579
+496
553
$1.14M 0.01%
21,613
+18
554
$1.13M 0.01%
8,376
+3,574
555
$1.13M 0.01%
28,488
-2,444
556
$1.13M 0.01%
8,404
-720
557
$1.13M 0.01%
29,575
+7,349
558
$1.12M 0.01%
15,000
559
$1.12M 0.01%
10,000
+2,500
560
$1.12M 0.01%
43,086
+9,200
561
$1.12M 0.01%
3,240
+232
562
$1.11M 0.01%
5,430
+3,070
563
$1.11M 0.01%
19,147
+799
564
$1.1M 0.01%
43,888
+10,337
565
$1.08M 0.01%
+15,275
566
$1.08M 0.01%
32,647
+10,384
567
$1.05M 0.01%
+16,807
568
$1.05M 0.01%
54,962
-6,133
569
$1.05M 0.01%
29,425
-991
570
$1.04M 0.01%
2,899
-347
571
$1.04M 0.01%
40,659
-1,042
572
$1.04M 0.01%
28,350
+400
573
$1.03M 0.01%
10,974
-83
574
$1.03M 0.01%
76,772
-98,986
575
$1.03M 0.01%
10,826
21 22
23
24 25