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
576
$1.02M 0.01%
41,115
-1,568
577
$1.02M 0.01%
7,079
-519
578
$1.02M 0.01%
12,496
-177
579
$1.02M 0.01%
25,765
580
$1.01M 0.01%
5,286
-2,297
581
$1.01M 0.01%
8,734
-688
582
$1.01M 0.01%
9,513
-955
583
$1M 0.01%
395
+43
584
$989K 0.01%
6,546
-214
585
$986K 0.01%
57,922
+37,622
586
$985K 0.01%
260,684
-83,345
587
$984K 0.01%
2,623
-350
588
$983K 0.01%
+12,044
589
$980K 0.01%
10,590
-3,184
590
$977K 0.01%
18,912
-3,371
591
$976K 0.01%
2,352
592
$969K 0.01%
35,454
-1,524
593
$967K 0.01%
10,850
-744
594
$964K 0.01%
2,191
+432
595
$953K 0.01%
9,548
-136
596
$952K 0.01%
8,458
-1,250
597
$948K 0.01%
18,899
+490
598
$947K 0.01%
8,897
+443
599
$946K 0.01%
12,465
-96
600
$932K 0.01%
10,113
-34,855
22 23
24
25 26