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
$11.3B
AUM Growth
-$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$73.1M
3
+$64.6M
4
VZ icon
Verizon
VZ
+$57.3M
5
AMD icon
Advanced Micro Devices
AMD
+$50.5M

Top Sells

1
+$90.5M
2
+$85.5M
3
+$72.5M
4
ADBE icon
Adobe
ADBE
+$63.9M
5
NVDA icon
NVIDIA
NVDA
+$30.3M

Sector Composition

1 Technology 32.23%
2 Consumer Discretionary 13.67%
3 Healthcare 11.93%
4 Financials 11.9%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$625K 0.01%
7,692
-239
727
$624K 0.01%
21,300
728
$618K 0.01%
6,986
+500
729
$616K 0.01%
20,666
+12,194
730
$615K 0.01%
6,781
-246
731
$612K 0.01%
3,245
+1,114
732
$612K 0.01%
73,355
+36,254
733
$604K 0.01%
+10,932
734
$602K 0.01%
1,216
+2
735
$598K 0.01%
7,313
-66
736
$598K 0.01%
3,811
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737
$597K 0.01%
3,927
-30
738
$596K 0.01%
14,625
+2,295
739
$596K 0.01%
7,382
+963
740
$594K 0.01%
3,155
+2,752
741
$592K 0.01%
7,500
742
$591K 0.01%
2,334
+336
743
$588K 0.01%
24,000
744
$587K 0.01%
+9,450
745
$586K 0.01%
+6,895
746
$584K 0.01%
7,561
-179
747
$582K 0.01%
9,950
+3,627
748
$581K 0.01%
4,018
-12
749
$580K 0.01%
25,781
750
$579K 0.01%
3,003
+599
28 29
30
31 32