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
$11.9B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$54M
3
+$51.8M
4
TJX icon
TJX Companies
TJX
+$37M
5
VLTO icon
Veralto
VLTO
+$31.1M

Top Sells

1
+$68.2M
2
+$66.7M
3
+$46.5M
4
BMY icon
Bristol-Myers Squibb
BMY
+$45.6M
5
UBS icon
UBS Group
UBS
+$44.4M

Sector Composition

1 Technology 34.13%
2 Healthcare 12.23%
3 Consumer Discretionary 10.73%
4 Industrials 10.68%
5 Financials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$543K ﹤0.01%
+16,399
777
$538K ﹤0.01%
6,622
-2,866
778
$537K ﹤0.01%
37,901
-3,003
779
$536K ﹤0.01%
7,807
+722
780
$535K ﹤0.01%
1,279
781
$533K ﹤0.01%
23,127
+54
782
$532K ﹤0.01%
7,976
-2,327
783
$532K ﹤0.01%
29,795
-1,787
784
$531K ﹤0.01%
5,842
-414
785
$526K ﹤0.01%
13,320
-5,175
786
$523K ﹤0.01%
126,656
+68,400
787
$516K ﹤0.01%
14,057
-1,514
788
$515K ﹤0.01%
22,208
+76
789
$515K ﹤0.01%
23,940
+200
790
$513K ﹤0.01%
4,424
-237
791
$510K ﹤0.01%
+6,182
792
$510K ﹤0.01%
4,000
-1,000
793
$507K ﹤0.01%
6,899
794
$507K ﹤0.01%
20,000
795
$504K ﹤0.01%
200,000
796
$502K ﹤0.01%
9,945
797
$500K ﹤0.01%
9,960
798
$499K ﹤0.01%
+7,044
799
$494K ﹤0.01%
102,265
-2,272
800
$492K ﹤0.01%
10,813
-5,692
30 31
32
33 34