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
$11.9B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$54M
3
+$51.8M
4
TJX icon
TJX Companies
TJX
+$37M
5
VLTO icon
Veralto
VLTO
+$31.1M

Top Sells

1
+$68.2M
2
+$66.7M
3
+$46.5M
4
BMY icon
Bristol-Myers Squibb
BMY
+$45.6M
5
UBS icon
UBS Group
UBS
+$44.4M

Sector Composition

1 Technology 34.13%
2 Healthcare 12.23%
3 Consumer Discretionary 10.73%
4 Industrials 10.68%
5 Financials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$754K 0.01%
5,216
-1,537
677
$751K 0.01%
15,905
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$751K 0.01%
31,497
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680
$743K 0.01%
3,270
-380
681
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+32,751
682
$737K 0.01%
82,000
683
$737K 0.01%
9,317
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$736K 0.01%
12,972
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8,359
686
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4,768
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687
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6,794
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688
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689
$719K 0.01%
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-103
690
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11,220
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16,324
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45,249
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$699K 0.01%
30,700
-1,500
696
$698K 0.01%
7,016
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697
$696K 0.01%
7,400
698
$693K 0.01%
15,860
699
$693K 0.01%
571
700
$690K 0.01%
+29,814
26 27
28
29 30