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
$10.8B
AUM Growth
-$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$126M
3
+$27.2M
4
LIN icon
Linde
LIN
+$22.6M
5
NEE icon
NextEra Energy
NEE
+$16.9M

Top Sells

1
+$88.9M
2
+$67.5M
3
+$55.7M
4
TSLA icon
Tesla
TSLA
+$32.3M
5
ACN icon
Accenture
ACN
+$29.5M

Sector Composition

1 Technology 31.6%
2 Healthcare 13.46%
3 Consumer Discretionary 10.92%
4 Industrials 10.51%
5 Financials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$835K 0.01%
12,236
-7,552
627
$828K 0.01%
7,706
-13,066
628
$828K 0.01%
17,713
+1,834
629
$824K 0.01%
+6,460
630
$822K 0.01%
3,170
+380
631
$819K 0.01%
11,896
+270
632
$818K 0.01%
8,424
-1,735
633
$815K 0.01%
21,382
-1,430
634
$807K 0.01%
16,955
+3,570
635
$795K 0.01%
1,819
-90
636
$789K 0.01%
10,098
-6,285
637
$785K 0.01%
2,112
638
$782K 0.01%
18,946
-998
639
$773K 0.01%
66,574
+46,834
640
$773K 0.01%
12,750
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641
$772K 0.01%
10,366
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642
$772K 0.01%
13,355
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643
$763K 0.01%
8,649
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644
$759K 0.01%
10,000
645
$754K 0.01%
41,342
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646
$754K 0.01%
4,188
-342
647
$748K 0.01%
118,201
-1,486
648
$747K 0.01%
7,106
-561
649
$746K 0.01%
8,700
650
$742K 0.01%
1,960
+62
24 25
26
27 28