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
701
$625K 0.01%
19,458
-10,294
702
$622K 0.01%
4,290
-130
703
$620K 0.01%
9,381
-465
704
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10,052
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705
$617K 0.01%
85,093
+52
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$616K 0.01%
6,746
707
$615K 0.01%
11,884
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708
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8,359
709
$610K 0.01%
18,495
710
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4,205
-18
711
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+4,918
712
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19,200
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713
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34,880
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29,386
-4,271
715
$597K 0.01%
8,288
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716
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717
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38,381
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718
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719
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720
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3,827
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721
$581K 0.01%
+10,857
722
$578K 0.01%
33,990
-5,550
723
$576K 0.01%
+13,990
724
$575K 0.01%
26,740
+2,428
725
$574K 0.01%
7,728
+4,438
27 28
29
30 31