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
676
$685K 0.01%
32,200
677
$682K 0.01%
2,900
-180
678
$680K 0.01%
23,752
+1,957
679
$679K 0.01%
16,505
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680
$677K 0.01%
3,824
-70
681
$677K 0.01%
75,863
682
$675K 0.01%
9,488
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683
$672K 0.01%
13,036
684
$668K 0.01%
27,523
-13,937
685
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63,202
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686
$657K 0.01%
7,400
-910
687
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4,008
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688
$652K 0.01%
18,000
+4,500
689
$651K 0.01%
8,814
-855
690
$650K 0.01%
5,968
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$647K 0.01%
270,837
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$647K 0.01%
17,589
-17,924
693
$645K 0.01%
104,537
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694
$643K 0.01%
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695
$637K 0.01%
17,500
696
$637K 0.01%
82,000
697
$636K 0.01%
16,000
698
$633K 0.01%
571
699
$633K 0.01%
139,014
-3,284
700
$628K 0.01%
25,672
-2,459
26 27
28
29 30