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
726
$490K 0.01%
6,949
-13,343
727
$487K 0.01%
+3,542
728
$485K 0.01%
6,513
-10,962
729
$484K 0.01%
22,530
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730
$484K 0.01%
75,863
731
$483K 0.01%
4,218
-7,828
732
$482K 0.01%
5,990
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733
$482K 0.01%
4,906
-35,189
734
$479K 0.01%
+7,952
735
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+2,000
736
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737
$475K 0.01%
8,800
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738
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739
$473K 0.01%
2,898
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740
$467K 0.01%
28,300
741
$465K 0.01%
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743
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744
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6,283
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746
$460K 0.01%
20,666
747
$459K 0.01%
33,074
+11,905
748
$456K ﹤0.01%
20,433
-8,072
749
$456K ﹤0.01%
17,355
+6,876
750
$454K ﹤0.01%
5,983
+697
28 29
30
31 32