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
$13.5B
AUM Growth
-$493M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$86.8M
3
+$66.8M
4
CMCSA icon
Comcast
CMCSA
+$47.3M
5
V icon
Visa
V
+$38.7M

Top Sells

1
+$127M
2
+$75M
3
+$61.4M
4
LOW icon
Lowe's Companies
LOW
+$47.9M
5
AMZN icon
Amazon
AMZN
+$27.3M

Sector Composition

1 Technology 33.91%
2 Financials 20.12%
3 Consumer Discretionary 16.14%
4 Communication Services 7.36%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$604K ﹤0.01%
30,000
627
$604K ﹤0.01%
7,958
+949
628
$602K ﹤0.01%
+50,000
629
$601K ﹤0.01%
7,800
+1,100
630
$600K ﹤0.01%
15,000
+3,000
631
$597K ﹤0.01%
+7,500
632
$593K ﹤0.01%
+52,487
633
$586K ﹤0.01%
11,500
+4,050
634
$578K ﹤0.01%
1,257
+15
635
$578K ﹤0.01%
8,157
-19,359
636
$574K ﹤0.01%
24,000
637
$569K ﹤0.01%
22,608
+604
638
$568K ﹤0.01%
+6,690
639
$567K ﹤0.01%
+25,965
640
$567K ﹤0.01%
1,722
+463
641
$562K ﹤0.01%
6,840
+570
642
$562K ﹤0.01%
20,947
-2,347
643
$559K ﹤0.01%
4,594
-18,515
644
$559K ﹤0.01%
6,486
+1,000
645
$558K ﹤0.01%
6,938
+821
646
$556K ﹤0.01%
6,553
+2,448
647
$556K ﹤0.01%
2,956
-272
648
$554K ﹤0.01%
5,270
-124
649
$553K ﹤0.01%
4,600
-394
650
$550K ﹤0.01%
4,740
-502
24 25
26
27 28