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
$9.25B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$49.5M
3
+$44.8M
4
VZ icon
Verizon
VZ
+$43.3M
5
NVDA icon
NVIDIA
NVDA
+$39.9M

Top Sells

1
+$113M
2
+$107M
3
+$37.7M
4
LOGI icon
Logitech
LOGI
+$37.2M
5
AMAT icon
Applied Materials
AMAT
+$35.2M

Sector Composition

1 Technology 32.11%
2 Healthcare 15.6%
3 Financials 13.12%
4 Industrials 9.2%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$767K 0.01%
+58,271
602
$766K 0.01%
27,910
+5,653
603
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23,584
604
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41,690
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605
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5,995
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$761K 0.01%
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$758K 0.01%
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608
$753K 0.01%
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609
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610
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613
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614
$744K 0.01%
13,318
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615
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616
$744K 0.01%
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$741K 0.01%
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618
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14,000
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5,792
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620
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17,723
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$730K 0.01%
3,481
-4,186
622
$730K 0.01%
638
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623
$730K 0.01%
15,300
624
$727K 0.01%
9,966
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625
$722K 0.01%
23,672
-4,784
23 24
25
26 27