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
$11.6B
AUM Growth
-$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$89.5M
3
+$59.4M
4
UBS icon
UBS Group
UBS
+$44.1M
5
AMD icon
Advanced Micro Devices
AMD
+$41.2M

Top Sells

1
+$161M
2
+$53M
3
+$35.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$35.3M
5
TSM icon
TSMC
TSM
+$34.2M

Sector Composition

1 Technology 34.81%
2 Healthcare 13.29%
3 Financials 13.29%
4 Consumer Discretionary 9.67%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$896K 0.01%
134,619
+2,410
652
$887K 0.01%
10,103
+7,092
653
$886K 0.01%
23,584
-2,088
654
$885K 0.01%
12,264
-1,732
655
$885K 0.01%
8,111
-177
656
$882K 0.01%
+18,804
657
$873K 0.01%
+5,522
658
$862K 0.01%
35,384
+640
659
$861K 0.01%
+3,050
660
$857K 0.01%
13,750
+500
661
$854K 0.01%
32,339
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662
$852K 0.01%
10,484
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663
$849K 0.01%
75,863
+2,086
664
$841K 0.01%
9,734
+657
665
$839K 0.01%
9,053
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$837K 0.01%
39,554
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667
$837K 0.01%
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668
$832K 0.01%
22,358
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669
$827K 0.01%
56,000
+10,000
670
$823K 0.01%
11,382
671
$819K 0.01%
5,803
-672
672
$816K 0.01%
37,917
-24,507
673
$814K 0.01%
+15,300
674
$813K 0.01%
+9,632
675
$812K 0.01%
22,257
25 26
27
28 29