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
751
$530K ﹤0.01%
5,149
-610
752
$530K ﹤0.01%
4,720
+183
753
$527K ﹤0.01%
23,513
-922
754
$527K ﹤0.01%
154,900
+16,570
755
$525K ﹤0.01%
1,182
-4,933
756
$525K ﹤0.01%
17,168
+2,605
757
$523K ﹤0.01%
3,246
-608
758
$522K ﹤0.01%
33,639
+395
759
$521K ﹤0.01%
15,571
+3,993
760
$515K ﹤0.01%
3,235
+278
761
$511K ﹤0.01%
12,619
-481
762
$511K ﹤0.01%
1,557
+100
763
$510K ﹤0.01%
5,818
+1,113
764
$509K ﹤0.01%
7,085
+3,949
765
$507K ﹤0.01%
18,727
+1,766
766
$506K ﹤0.01%
13,953
-2,554
767
$505K ﹤0.01%
9,945
-440
768
$504K ﹤0.01%
+12,423
769
$501K ﹤0.01%
9,960
770
$499K ﹤0.01%
+5,372
771
$497K ﹤0.01%
46,186
-1,255
772
$497K ﹤0.01%
18,120
-10,690
773
$494K ﹤0.01%
3,807
-209
774
$494K ﹤0.01%
1,279
775
$494K ﹤0.01%
4,661
-400
29 30
31
32 33