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
$11.4B
AUM Growth
+$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$73.6M
2
+$38.4M
3
+$32M
4
TSLA icon
Tesla
TSLA
+$27.1M
5
LIN icon
Linde
LIN
+$20.7M

Top Sells

1
+$57.9M
2
+$53M
3
+$45.3M
4
NVDA icon
NVIDIA
NVDA
+$44.5M
5
AMZN icon
Amazon
AMZN
+$41M

Sector Composition

1 Technology 33.07%
2 Healthcare 13.24%
3 Industrials 10.85%
4 Financials 10.16%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$587K 0.01%
8,201
+191
752
$580K 0.01%
20,000
753
$577K 0.01%
15,000
754
$575K 0.01%
7,759
-4,340
755
$575K 0.01%
710
+289
756
$573K 0.01%
13,247
757
$573K 0.01%
24,443
+314
758
$572K 0.01%
44,047
-55,708
759
$567K 0.01%
7,500
760
$565K 0.01%
+3,293
761
$564K ﹤0.01%
5,275
762
$563K ﹤0.01%
5,099
763
$563K ﹤0.01%
51,153
+47,956
764
$562K ﹤0.01%
17,343
-5,004
765
$561K ﹤0.01%
+10,142
766
$561K ﹤0.01%
2,421
-92
767
$555K ﹤0.01%
5,759
+314
768
$553K ﹤0.01%
138,330
+40,097
769
$551K ﹤0.01%
1,472
+514
770
$551K ﹤0.01%
10,459
771
$549K ﹤0.01%
+15,285
772
$535K ﹤0.01%
13,500
-9,500
773
$533K ﹤0.01%
1,279
+618
774
$531K ﹤0.01%
12,331
-2,698
775
$531K ﹤0.01%
31,582
29 30
31
32 33