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
751
$349K ﹤0.01%
2,280
-318
752
$348K ﹤0.01%
2,610
+45
753
$347K ﹤0.01%
16,016
+6,839
754
$347K ﹤0.01%
3,930
755
$347K ﹤0.01%
1,088
-151
756
$346K ﹤0.01%
15,000
+5,000
757
$345K ﹤0.01%
+5,000
758
$344K ﹤0.01%
8,956
+71
759
$344K ﹤0.01%
4,056
-13,379
760
$343K ﹤0.01%
+5,050
761
$342K ﹤0.01%
11,873
-91,422
762
$342K ﹤0.01%
+5,000
763
$341K ﹤0.01%
10,000
764
$338K ﹤0.01%
3,516
-864
765
$337K ﹤0.01%
1,527
+101
766
$334K ﹤0.01%
2,024
+260
767
$334K ﹤0.01%
+89,717
768
$333K ﹤0.01%
582
+6
769
$333K ﹤0.01%
+1,555
770
$331K ﹤0.01%
5,720
+1,150
771
$331K ﹤0.01%
+12,716
772
$330K ﹤0.01%
4,792
-224
773
$330K ﹤0.01%
+10,000
774
$327K ﹤0.01%
6,290
+222
775
$326K ﹤0.01%
9,178
+7,678
29 30
31
32 33