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
576
$1.05M 0.01%
24,260
-8,387
577
$1.04M 0.01%
+13,519
578
$1.04M 0.01%
11,894
+691
579
$1.04M 0.01%
71,145
+4,227
580
$1.03M 0.01%
2,501
+541
581
$1.03M 0.01%
9,930
-896
582
$1.03M 0.01%
6,980
+218
583
$1.02M 0.01%
11,204
-1,292
584
$1.02M 0.01%
7,812
-1,701
585
$1.02M 0.01%
10,561
+495
586
$1.02M 0.01%
24,880
-130,820
587
$1.01M 0.01%
310,000
588
$1.01M 0.01%
27,180
-29,182
589
$1.01M 0.01%
44,338
+32,764
590
$1M 0.01%
4,875
+687
591
$1,000K 0.01%
208,321
-5,644
592
$999K 0.01%
6,535
+75
593
$997K 0.01%
23,054
-10,991
594
$994K 0.01%
13,437
+1,201
595
$990K 0.01%
6,862
-1,067
596
$986K 0.01%
5,838
+261
597
$985K 0.01%
12,690
-7,910
598
$984K 0.01%
13,164
-438
599
$978K 0.01%
5,083
+1,075
600
$975K 0.01%
26,000
+8,500
22 23
24
25 26