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
826
$399K ﹤0.01%
5,000
-18,000
827
$399K ﹤0.01%
23,320
+3,388
828
$398K ﹤0.01%
26,751
-23,153
829
$393K ﹤0.01%
23,728
-11,810
830
$393K ﹤0.01%
8,741
-1,067
831
$386K ﹤0.01%
941
-95
832
$385K ﹤0.01%
2,412
-245
833
$384K ﹤0.01%
12,990
+1,020
834
$384K ﹤0.01%
9,655
835
$382K ﹤0.01%
15,257
836
$380K ﹤0.01%
10,005
-3,242
837
$380K ﹤0.01%
7,686
-2,773
838
$379K ﹤0.01%
5,802
839
$378K ﹤0.01%
45,826
+8,474
840
$374K ﹤0.01%
4,476
+727
841
$374K ﹤0.01%
10,000
842
$373K ﹤0.01%
+16,449
843
$373K ﹤0.01%
8,216
-350
844
$368K ﹤0.01%
5,275
-400
845
$366K ﹤0.01%
421
-289
846
$366K ﹤0.01%
4,291
-19
847
$364K ﹤0.01%
9,500
848
$363K ﹤0.01%
18,114
849
$362K ﹤0.01%
3,063
+7
850
$362K ﹤0.01%
3,824
32 33
34
35 36