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
726
$572K 0.01%
+679
727
$572K 0.01%
8,440
+239
728
$570K 0.01%
1,295
-484
729
$569K 0.01%
7,489
-456
730
$568K 0.01%
11,547
-39,229
731
$565K 0.01%
5,000
-12,500
732
$563K 0.01%
6,000
-2,387
733
$563K 0.01%
5,099
734
$560K 0.01%
31,236
+5,050
735
$554K 0.01%
15,000
736
$553K 0.01%
9,401
737
$551K 0.01%
9,939
-1,944
738
$550K 0.01%
4,497
-2,877
739
$550K 0.01%
40,904
-771
740
$549K 0.01%
8,353
741
$547K 0.01%
2,138
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742
$543K 0.01%
10,142
743
$543K 0.01%
7,500
744
$543K 0.01%
5,869
745
$539K 0.01%
7,759
746
$539K 0.01%
10,817
+1,117
747
$536K ﹤0.01%
1,505
+33
748
$535K ﹤0.01%
6,256
-776
749
$534K ﹤0.01%
112,608
-117,799
750
$530K ﹤0.01%
5,275
28 29
30
31 32