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
$11.3B
AUM Growth
-$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$73.1M
3
+$64.6M
4
VZ icon
Verizon
VZ
+$57.3M
5
AMD icon
Advanced Micro Devices
AMD
+$50.5M

Top Sells

1
+$90.5M
2
+$85.5M
3
+$72.5M
4
ADBE icon
Adobe
ADBE
+$63.9M
5
NVDA icon
NVIDIA
NVDA
+$30.3M

Sector Composition

1 Technology 32.23%
2 Consumer Discretionary 13.67%
3 Healthcare 11.93%
4 Financials 11.9%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.06M 0.01%
40,835
-32,874
602
$1.06M 0.01%
38,336
+16,672
603
$1.06M 0.01%
42,118
+14,700
604
$1.04M 0.01%
51,697
+31,853
605
$1.04M 0.01%
16,653
+968
606
$1.03M 0.01%
18,877
-1,180
607
$1.03M 0.01%
10,970
+483
608
$1.03M 0.01%
10,545
+889
609
$1.02M 0.01%
6,252
-2,027
610
$1.02M 0.01%
325,000
611
$1.02M 0.01%
43,830
-9,311
612
$1.01M 0.01%
15,316
+4,127
613
$1.01M 0.01%
4,420
+281
614
$1.01M 0.01%
1,560
-1,583
615
$1M 0.01%
6,544
+4,534
616
$999K 0.01%
7,820
-3,865
617
$990K 0.01%
3,655
+735
618
$985K 0.01%
18,895
+7,973
619
$982K 0.01%
45,431
+6,262
620
$982K 0.01%
26,524
+5,464
621
$979K 0.01%
5,765
+374
622
$977K 0.01%
12,530
-40
623
$976K 0.01%
6,559
+417
624
$974K 0.01%
6,225
625
$966K 0.01%
18,240
-21
23 24
25
26 27