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
$11.4B
AUM Growth
+$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$73.6M
2
+$38.4M
3
+$32M
4
TSLA icon
Tesla
TSLA
+$27.1M
5
LIN icon
Linde
LIN
+$20.7M

Top Sells

1
+$57.9M
2
+$53M
3
+$45.3M
4
NVDA icon
NVIDIA
NVDA
+$44.5M
5
AMZN icon
Amazon
AMZN
+$41M

Sector Composition

1 Technology 33.07%
2 Healthcare 13.24%
3 Industrials 10.85%
4 Financials 10.16%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$969K 0.01%
2,104
-734
602
$969K 0.01%
30,932
+2,025
603
$969K 0.01%
13,448
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604
$966K 0.01%
5,032
-5,760
605
$965K 0.01%
8,465
+840
606
$963K 0.01%
61,095
-24,431
607
$962K 0.01%
17,050
608
$961K 0.01%
16,348
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609
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12,561
-3,996
610
$956K 0.01%
26,814
+3,225
611
$956K 0.01%
6,056
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612
$955K 0.01%
10,826
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613
$949K 0.01%
25,307
-5,056
614
$948K 0.01%
14,880
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615
$936K 0.01%
7,374
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616
$930K 0.01%
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-321
617
$922K 0.01%
5,698
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618
$919K 0.01%
93,756
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619
$917K 0.01%
68,298
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620
$915K 0.01%
9,708
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621
$913K 0.01%
3,113
-1,844
622
$911K 0.01%
7,500
623
$910K 0.01%
9,684
-3,957
624
$910K 0.01%
29,752
+381
625
$909K 0.01%
5,352
-3,041
23 24
25
26 27