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
51
$47.3M 0.44%
1,245,862
-31,423
52
$47.2M 0.44%
282,233
-606
53
$46.5M 0.43%
479,981
+93,400
54
$45.8M 0.42%
154,006
-964
55
$45.4M 0.42%
823,218
+32,649
56
$45.3M 0.42%
206,084
-3,932
57
$44.9M 0.41%
61,797
+4,434
58
$44.5M 0.41%
826,522
+86,778
59
$43.5M 0.4%
262,784
+2,579
60
$43.5M 0.4%
670,089
-3,598
61
$43.3M 0.4%
409,133
+40,649
62
$42.8M 0.4%
416,629
-99,675
63
$42.3M 0.39%
65,453
+1,936
64
$42M 0.39%
1,382,680
+67,890
65
$42M 0.39%
247,657
-287
66
$41.9M 0.39%
147,882
-4,521
67
$41.8M 0.39%
481,704
-12,485
68
$40.5M 0.37%
238,869
+11,076
69
$40.4M 0.37%
454,442
-330,322
70
$39.6M 0.37%
131,184
-9,312
71
$38.9M 0.36%
557,663
+22,246
72
$37.9M 0.35%
234,768
-30,405
73
$37.6M 0.35%
139,954
-19,074
74
$37.5M 0.35%
86,303
-7,382
75
$36.9M 0.34%
255,469
+38,630
1 2
3
4 5