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
776
$324K ﹤0.01%
6,080
-1,273
777
$324K ﹤0.01%
12,195
-125
778
$323K ﹤0.01%
4,632
-468
779
$323K ﹤0.01%
6,300
780
$322K ﹤0.01%
8,000
781
$321K ﹤0.01%
4,705
+3,130
782
$321K ﹤0.01%
+6,700
783
$320K ﹤0.01%
+3,921
784
$318K ﹤0.01%
11,800
-1,115
785
$316K ﹤0.01%
+2,400
786
$316K ﹤0.01%
2,000
+435
787
$316K ﹤0.01%
26,299
788
$316K ﹤0.01%
5,805
-582
789
$314K ﹤0.01%
5,269
+603
790
$314K ﹤0.01%
36,990
-64,785
791
$314K ﹤0.01%
1,782
-186
792
$313K ﹤0.01%
3,354
+1,322
793
$312K ﹤0.01%
3,355
-100
794
$312K ﹤0.01%
1,463
+343
795
$310K ﹤0.01%
1,092
+165
796
$309K ﹤0.01%
+5,000
797
$308K ﹤0.01%
14,065
798
$307K ﹤0.01%
2,176
799
$306K ﹤0.01%
2,549
-154
800
$305K ﹤0.01%
6,020
30 31
32
33 34