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
826
$447K ﹤0.01%
765
-63
827
$447K ﹤0.01%
10,005
828
$445K ﹤0.01%
3,964
-1,311
829
$444K ﹤0.01%
+3,489
830
$443K ﹤0.01%
36,439
+1,424
831
$440K ﹤0.01%
+4,652
832
$440K ﹤0.01%
3,208
833
$435K ﹤0.01%
14,656
834
$433K ﹤0.01%
7,329
+900
835
$432K ﹤0.01%
4,544
+720
836
$432K ﹤0.01%
1,746
-12
837
$426K ﹤0.01%
+5,743
838
$425K ﹤0.01%
2,444
-4,635
839
$422K ﹤0.01%
23,907
+179
840
$421K ﹤0.01%
8,561
-66,302
841
$420K ﹤0.01%
7,294
-1,252
842
$419K ﹤0.01%
10,973
-6,195
843
$417K ﹤0.01%
69,230
-570
844
$417K ﹤0.01%
+6,618
845
$415K ﹤0.01%
8,210
-6
846
$410K ﹤0.01%
16,075
-1,155
847
$410K ﹤0.01%
8,025
-1,356
848
$409K ﹤0.01%
23,264
-4,657
849
$405K ﹤0.01%
10,000
-15,765
850
$402K ﹤0.01%
10,704
-227
32 33
34
35 36