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
$9.25B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$49.5M
3
+$44.8M
4
VZ icon
Verizon
VZ
+$43.3M
5
NVDA icon
NVIDIA
NVDA
+$39.9M

Top Sells

1
+$113M
2
+$107M
3
+$37.7M
4
LOGI icon
Logitech
LOGI
+$37.2M
5
AMAT icon
Applied Materials
AMAT
+$35.2M

Sector Composition

1 Technology 32.11%
2 Healthcare 15.6%
3 Financials 13.12%
4 Industrials 9.2%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39.6M 0.43%
525,864
+467,525
52
$39.5M 0.43%
1,060,005
-471
53
$38.3M 0.41%
155,962
+8,540
54
$37.8M 0.41%
96,066
+4,711
55
$37.8M 0.41%
143,657
+5,470
56
$36.8M 0.4%
282,246
+26,572
57
$36.3M 0.39%
614,562
+134,882
58
$35.6M 0.38%
1,280,188
+50,688
59
$35.5M 0.38%
129,678
+18,602
60
$35.5M 0.38%
1,316,255
-32,825
61
$33.5M 0.36%
130,463
+14,047
62
$33.5M 0.36%
257,384
-9,033
63
$33.4M 0.36%
235,118
+4,852
64
$33.1M 0.36%
102,561
+12,286
65
$32.5M 0.35%
134,624
+8,731
66
$32.4M 0.35%
297,223
-28,232
67
$32M 0.35%
176,687
+18,607
68
$31.8M 0.34%
222,852
+109,467
69
$31.6M 0.34%
330,226
+47,191
70
$31.4M 0.34%
327,065
+10,775
71
$31M 0.33%
636,416
-154,292
72
$30.4M 0.33%
157,050
+42,596
73
$29.8M 0.32%
261,199
+1,958
74
$29.6M 0.32%
256,421
+10,728
75
$29.4M 0.32%
45,294
+7,879
1 2
3
4 5