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
$11.6B
AUM Growth
-$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$89.5M
3
+$59.4M
4
UBS icon
UBS Group
UBS
+$44.1M
5
AMD icon
Advanced Micro Devices
AMD
+$41.2M

Top Sells

1
+$161M
2
+$53M
3
+$35.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$35.3M
5
TSM icon
TSMC
TSM
+$34.2M

Sector Composition

1 Technology 34.81%
2 Healthcare 13.29%
3 Financials 13.29%
4 Consumer Discretionary 9.67%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$43.3M 0.37%
119,388
-59,166
52
$43M 0.37%
126,935
+21,317
53
$42.3M 0.37%
266,417
-18,205
54
$40.8M 0.35%
214,003
+115,964
55
$40.3M 0.35%
125,893
-1,730
56
$39.9M 0.34%
283,035
+39,028
57
$39.5M 0.34%
765,653
+5,457
58
$39.2M 0.34%
325,455
-40,586
59
$39M 0.34%
255,674
+7,920
60
$38.4M 0.33%
178,495
+11,613
61
$38.4M 0.33%
820,245
+252,778
62
$37.8M 0.33%
472,114
+7,976
63
$37.6M 0.33%
1,229,500
+121,664
64
$37.3M 0.32%
977,090
+556,560
65
$37.2M 0.32%
678,780
+102,570
66
$37M 0.32%
316,290
+3,784
67
$36.9M 0.32%
85,940
+2,820
68
$35.8M 0.31%
147,422
-6,248
69
$35.5M 0.31%
230,266
-15,562
70
$35.4M 0.31%
259,241
-807
71
$35M 0.3%
479,680
-1,815
72
$34.8M 0.3%
158,080
-55,991
73
$34.5M 0.3%
245,693
+62,381
74
$34.3M 0.3%
111,076
-1,334
75
$33.7M 0.29%
508,559
+89,218
1 2
3
4 5