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
551
$1.19M 0.01%
8,355
-542
552
$1.17M 0.01%
10,896
-6,352
553
$1.17M 0.01%
+82,672
554
$1.17M 0.01%
9,043
-1,070
555
$1.16M 0.01%
10,302
-2,432
556
$1.15M 0.01%
+40,578
557
$1.15M 0.01%
20,975
+1,828
558
$1.14M 0.01%
27,362
-2,859
559
$1.13M 0.01%
+7,417
560
$1.13M 0.01%
13,397
-6,702
561
$1.13M 0.01%
12,123
+79
562
$1.13M 0.01%
18,933
-9,890
563
$1.12M 0.01%
50,323
-13,228
564
$1.12M 0.01%
17,854
-549
565
$1.1M 0.01%
188,815
+15,606
566
$1.1M 0.01%
27,424
-19,167
567
$1.1M 0.01%
8,091
-11,889
568
$1.1M 0.01%
15,275
569
$1.09M 0.01%
4,961
+3,834
570
$1.09M 0.01%
19,872
+2,159
571
$1.08M 0.01%
20,765
+1,866
572
$1.08M 0.01%
19,672
-9,041
573
$1.08M 0.01%
8,693
-41
574
$1.06M 0.01%
19,722
+1,192
575
$1.06M 0.01%
16,576
-2,336
21 22
23
24 25