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
$11.4B
AUM Growth
+$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$73.6M
2
+$38.4M
3
+$32M
4
TSLA icon
Tesla
TSLA
+$27.1M
5
LIN icon
Linde
LIN
+$20.7M

Top Sells

1
+$57.9M
2
+$53M
3
+$45.3M
4
NVDA icon
NVIDIA
NVDA
+$44.5M
5
AMZN icon
Amazon
AMZN
+$41M

Sector Composition

1 Technology 33.07%
2 Healthcare 13.24%
3 Industrials 10.85%
4 Financials 10.16%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$704K 0.01%
32,200
702
$703K 0.01%
33,657
+1,533
703
$698K 0.01%
29,977
+4,101
704
$697K 0.01%
12,450
705
$694K 0.01%
14,916
+2,088
706
$691K 0.01%
41,460
-2,235
707
$688K 0.01%
+39,540
708
$686K 0.01%
3,124
-159
709
$682K 0.01%
3,201
+2,252
710
$675K 0.01%
49,904
-726
711
$675K 0.01%
5,869
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712
$673K 0.01%
4,420
-1,200
713
$672K 0.01%
24,312
+3,059
714
$671K 0.01%
85,041
+50,735
715
$661K 0.01%
21,795
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716
$661K 0.01%
32,191
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717
$661K 0.01%
4,537
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718
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13,385
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719
$659K 0.01%
+17,500
720
$655K 0.01%
9,676
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721
$655K 0.01%
18,495
722
$654K 0.01%
3,854
-2,039
723
$654K 0.01%
1,779
+134
724
$652K 0.01%
17,291
+178
725
$647K 0.01%
16,000
-2,222
27 28
29
30 31