Vontobel Holding

Vontobel Holding Portfolio holdings

AUM $30.3B
1-Year Est. Return 26.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$70.2M
2
+$34M
3
+$30.1M
4
TSLA icon
Tesla
TSLA
+$20.7M
5
LIN icon
Linde
LIN
+$19.9M

Top Sells

1
+$53.4M
2
+$52.7M
3
+$45.1M
4
AMZN icon
Amazon
AMZN
+$35.9M
5
NVDA icon
NVIDIA
NVDA
+$34.9M

Sector Composition

1 Technology 33.07%
2 Healthcare 13.24%
3 Industrials 10.86%
4 Financials 10.16%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$435K ﹤0.01%
20,300
827
$434K ﹤0.01%
6,639
-173
828
$425K ﹤0.01%
3,254
-413
829
$421K ﹤0.01%
+44,700
830
$417K ﹤0.01%
6,321
831
$416K ﹤0.01%
6,439
-995
832
$416K ﹤0.01%
+12,794
833
$416K ﹤0.01%
13,138
+1,135
834
$415K ﹤0.01%
9,111
835
$415K ﹤0.01%
2,125
+905
836
$414K ﹤0.01%
9,000
+3,000
837
$414K ﹤0.01%
1,758
838
$412K ﹤0.01%
22,400
839
$412K ﹤0.01%
20,104
-4,262
840
$412K ﹤0.01%
12,594
-10,656
841
$412K ﹤0.01%
10,432
-22,343
842
$410K ﹤0.01%
37,352
-637
843
$409K ﹤0.01%
+207
844
$409K ﹤0.01%
6,121
-5,018
845
$408K ﹤0.01%
9,655
846
$408K ﹤0.01%
4,452
-4,026
847
$407K ﹤0.01%
32,505
+353
848
$405K ﹤0.01%
11,578
+368
849
$404K ﹤0.01%
6,900
850
$404K ﹤0.01%
3,257
-305
32 33
34
35 36