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
$8.56B
AUM Growth
-$685M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$34.6M
3
+$26.2M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$22.9M
5
ADBE icon
Adobe
ADBE
+$16.5M

Top Sells

1
+$106M
2
+$66.9M
3
+$31.8M
4
V icon
Visa
V
+$31.8M
5
AAPL icon
Apple
AAPL
+$23.8M

Sector Composition

1 Technology 31.28%
2 Healthcare 16.2%
3 Financials 11.5%
4 Industrials 9.77%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$524K 0.01%
19,668
702
$522K 0.01%
9,247
+1,443
703
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5,554
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704
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17,500
-2,645
705
$510K 0.01%
15,000
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706
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707
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708
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6,209
-16,967
710
$503K 0.01%
6,612
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713
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715
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15,000
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$490K 0.01%
12,977
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722
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5,684
723
$490K 0.01%
18,617
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724
$489K 0.01%
10,289
+3,280
725
$488K 0.01%
1,117
-160
27 28
29
30 31