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
776
$493K ﹤0.01%
34,308
-4,385
777
$493K ﹤0.01%
139,199
-206,785
778
$491K ﹤0.01%
71,722
-243,770
779
$490K ﹤0.01%
8,762
780
$484K ﹤0.01%
26,527
+16,095
781
$482K ﹤0.01%
35,015
+2,157
782
$481K ﹤0.01%
6,899
-1,365
783
$480K ﹤0.01%
6,025
-900
784
$480K ﹤0.01%
23,073
+77
785
$477K ﹤0.01%
+20,000
786
$476K ﹤0.01%
50,819
+24,656
787
$476K ﹤0.01%
2,169
788
$470K ﹤0.01%
13,705
+1,092
789
$470K ﹤0.01%
22,132
+315
790
$468K ﹤0.01%
+3,023
791
$466K ﹤0.01%
2,343
+218
792
$466K ﹤0.01%
+17,230
793
$459K ﹤0.01%
31,582
794
$458K ﹤0.01%
3,538
+281
795
$457K ﹤0.01%
6,682
796
$457K ﹤0.01%
14,656
797
$454K ﹤0.01%
50,888
+19,378
798
$453K ﹤0.01%
23,740
-703
799
$453K ﹤0.01%
7,788
+1,349
800
$453K ﹤0.01%
+4,600
30 31
32
33 34