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
$10.7B
AUM Growth
+$840M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1 +$97.2M
2 +$54.3M
3 +$35.2M
4
DHR icon
Danaher
DHR
+$19.9M
5
AMD icon
Advanced Micro Devices
AMD
+$16M

Top Sells

1 +$58.6M
2 +$46.1M
3 +$44.1M
4
PEP icon
PepsiCo
PEP
+$42.4M
5
PDD icon
Pinduoduo
PDD
+$36.2M

Sector Composition

1 Technology 32.22%
2 Healthcare 14.08%
3 Financials 10.4%
4 Industrials 10.24%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
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7,249
+3,017
677
$736K 0.01%
+3,600
678
$735K 0.01%
11,883
-4,117
679
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3,126
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$728K 0.01%
8,883
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681
$722K 0.01%
244,668
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682
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13,036
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699
$688K 0.01%
21,253
+6,129
700
$682K 0.01%
17,113
+1,989