Vontobel Holding

Vontobel Holding Portfolio holdings

AUM $30.3B
1-Year Est. Return 26.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.29%
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
+$140M
2
+$126M
3
+$28.4M
4
LIN icon
Linde
LIN
+$23.1M
5
NEE icon
NextEra Energy
NEE
+$20.4M

Top Sells

1
+$86.6M
2
+$60.6M
3
+$59.3M
4
TSLA icon
Tesla
TSLA
+$33.2M
5
AAPL icon
Apple
AAPL
+$30.8M

Sector Composition

1 Technology 31.61%
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
651
$739K 0.01%
10,726
652
$736K 0.01%
3,650
-248
653
$735K 0.01%
+10,303
654
$734K 0.01%
6,762
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655
$733K 0.01%
7,109
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656
$732K 0.01%
29,794
657
$731K 0.01%
4,753
658
$730K 0.01%
21,161
-4,050
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$727K 0.01%
21,584
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660
$727K 0.01%
7,897
-568
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$724K 0.01%
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662
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663
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$716K 0.01%
9,828
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665
$708K 0.01%
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666
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30,873
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$697K 0.01%
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$695K 0.01%
15,403
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672
$694K 0.01%
3,488
+1,390
673
$689K 0.01%
17,860
674
$688K 0.01%
310,000
675
$685K 0.01%
6,268
-239
25 26
27
28 29