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
826
$284K ﹤0.01%
3,161
827
$283K ﹤0.01%
+970
828
$282K ﹤0.01%
17,964
+4,154
829
$281K ﹤0.01%
1,985
830
$281K ﹤0.01%
10,000
831
$279K ﹤0.01%
+10,415
832
$279K ﹤0.01%
5,794
-3,937
833
$277K ﹤0.01%
10,420
-2,239
834
$275K ﹤0.01%
1,000
835
$274K ﹤0.01%
320
836
$273K ﹤0.01%
+5,250
837
$273K ﹤0.01%
14,857
+78
838
$272K ﹤0.01%
239
839
$271K ﹤0.01%
2,810
-1,000
840
$271K ﹤0.01%
+8,644
841
$271K ﹤0.01%
+11,600
842
$270K ﹤0.01%
2,291
-1,975
843
$269K ﹤0.01%
5,467
-1,141
844
$268K ﹤0.01%
+2,199
845
$268K ﹤0.01%
+2,914
846
$267K ﹤0.01%
7,012
-4,445
847
$267K ﹤0.01%
2,792
+86
848
$265K ﹤0.01%
7,175
-3,129
849
$263K ﹤0.01%
1,561
-196
850
$261K ﹤0.01%
3,301
+406
32 33
34
35 36