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
576
$763K 0.01%
17,000
577
$761K 0.01%
+9,520
578
$757K 0.01%
22,960
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579
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6,000
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581
$748K 0.01%
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$744K 0.01%
644
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583
$741K 0.01%
32,584
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584
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20,000
585
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586
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5,283
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587
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588
$722K 0.01%
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589
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40,000
590
$713K 0.01%
66,000
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591
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$696K 0.01%
7,098
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3,837
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597
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11,772
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598
$689K 0.01%
1,396
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599
$685K 0.01%
3,549
+175
600
$682K 0.01%
1,844
-4,033
22 23
24
25 26