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
626
$964K 0.01%
+104
627
$963K 0.01%
7,875
+796
628
$959K 0.01%
11,843
+4,364
629
$957K 0.01%
+62,588
630
$956K 0.01%
25,422
-123,539
631
$954K 0.01%
11,854
-2,126
632
$946K 0.01%
10,625
-6,377
633
$941K 0.01%
7,735
+123
634
$937K 0.01%
263,131
+16,724
635
$936K 0.01%
+4,000
636
$935K 0.01%
13,517
+3,099
637
$932K 0.01%
67,700
+11,000
638
$931K 0.01%
3,526
+87
639
$931K 0.01%
+19,210
640
$927K 0.01%
+14,790
641
$927K 0.01%
485
+30
642
$925K 0.01%
+10,725
643
$920K 0.01%
38,158
+23,099
644
$920K 0.01%
55,465
+738
645
$916K 0.01%
+11,117
646
$915K 0.01%
14,200
+5,000
647
$906K 0.01%
35,712
+10,950
648
$894K 0.01%
20,000
649
$892K 0.01%
24,319
+9,824
650
$887K 0.01%
25,568
-8,244
24 25
26
27 28