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
626
$721K 0.01%
7,500
+2,500
627
$721K 0.01%
+1,903
628
$712K 0.01%
14,367
+9,546
629
$711K 0.01%
20,060
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630
$702K 0.01%
+13,510
631
$688K 0.01%
11,518
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632
$687K 0.01%
9,322
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633
$682K 0.01%
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634
$678K 0.01%
20,000
-6,000
635
$678K 0.01%
4,253
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636
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637
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$665K 0.01%
7,569
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20,573
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65,500
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643
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11,142
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15,000
645
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13,210
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$645K 0.01%
22,679
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647
$642K 0.01%
+5,078
648
$636K 0.01%
19,668
-283
649
$636K 0.01%
2,700
650
$635K 0.01%
+25,000
24 25
26
27 28