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
$13.5B
AUM Growth
-$493M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$86.8M
3
+$66.8M
4
CMCSA icon
Comcast
CMCSA
+$47.3M
5
V icon
Visa
V
+$38.7M

Top Sells

1
+$127M
2
+$75M
3
+$61.4M
4
LOW icon
Lowe's Companies
LOW
+$47.9M
5
AMZN icon
Amazon
AMZN
+$27.3M

Sector Composition

1 Technology 33.91%
2 Financials 20.12%
3 Consumer Discretionary 16.14%
4 Communication Services 7.36%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$400K ﹤0.01%
9,049
+1,039
727
$397K ﹤0.01%
1,182
+252
728
$396K ﹤0.01%
2,350
729
$393K ﹤0.01%
2,165
-396
730
$391K ﹤0.01%
3,987
-103
731
$391K ﹤0.01%
5,857
+2,201
732
$386K ﹤0.01%
+33,100
733
$385K ﹤0.01%
6,019
734
$384K ﹤0.01%
7,497
-2,819
735
$384K ﹤0.01%
4,535
736
$378K ﹤0.01%
+10,500
737
$378K ﹤0.01%
87,839
+26,476
738
$378K ﹤0.01%
+6,697
739
$377K ﹤0.01%
18,885
+430
740
$375K ﹤0.01%
+3,500
741
$373K ﹤0.01%
3,467
-104
742
$372K ﹤0.01%
+7,400
743
$364K ﹤0.01%
35,800
744
$364K ﹤0.01%
15,300
+5,300
745
$357K ﹤0.01%
10,278
-644
746
$355K ﹤0.01%
7,048
-4,494
747
$353K ﹤0.01%
+3,939
748
$353K ﹤0.01%
75
+8
749
$350K ﹤0.01%
6,968
+1,156
750
$350K ﹤0.01%
+3,166
28 29
30
31 32