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
801
$452K ﹤0.01%
30,105
-1,477
802
$448K ﹤0.01%
5,068
-1,915
803
$447K ﹤0.01%
3,345
804
$438K ﹤0.01%
10,855
-1,476
805
$438K ﹤0.01%
9,549
-9,220
806
$433K ﹤0.01%
5,815
807
$432K ﹤0.01%
+8,150
808
$431K ﹤0.01%
200,000
809
$430K ﹤0.01%
828
-28
810
$429K ﹤0.01%
26,792
-190
811
$428K ﹤0.01%
214,560
+124,820
812
$426K ﹤0.01%
13,168
+374
813
$425K ﹤0.01%
82,453
+38,463
814
$425K ﹤0.01%
8,546
-47
815
$423K ﹤0.01%
6,639
816
$413K ﹤0.01%
10,931
-25,542
817
$410K ﹤0.01%
3,665
-479
818
$410K ﹤0.01%
3,004
-250
819
$408K ﹤0.01%
14,560
-5,290
820
$406K ﹤0.01%
2,223
821
$406K ﹤0.01%
27,921
+3,111
822
$406K ﹤0.01%
3,208
+292
823
$404K ﹤0.01%
+2,811
824
$403K ﹤0.01%
1,468
+117
825
$399K ﹤0.01%
13,189
+51
31 32
33
34 35