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
$31B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$72.5M
3
+$62.8M
4
NKE icon
Nike
NKE
+$61.8M
5
CL icon
Colgate-Palmolive
CL
+$57.2M

Top Sells

1
+$227M
2
+$212M
3
+$181M
4
V icon
Visa
V
+$158M
5
KO icon
Coca-Cola
KO
+$125M

Sector Composition

1 Technology 26.74%
2 Healthcare 15.98%
3 Financials 12.95%
4 Consumer Discretionary 12.46%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$428K ﹤0.01%
5,458
-605
827
$427K ﹤0.01%
19,444
-527
828
$427K ﹤0.01%
7,390
-16,075
829
$426K ﹤0.01%
8,376
830
$425K ﹤0.01%
6,050
+2,553
831
$425K ﹤0.01%
10,395
-953
832
$425K ﹤0.01%
3,584
-1,813
833
$425K ﹤0.01%
3,186
+6
834
$422K ﹤0.01%
6,218
-1,766
835
$418K ﹤0.01%
+8,760
836
$418K ﹤0.01%
122,521
+41,352
837
$416K ﹤0.01%
49,322
+27,212
838
$415K ﹤0.01%
12,825
-4,533
839
$413K ﹤0.01%
683
+24
840
$412K ﹤0.01%
917
-2,838
841
$412K ﹤0.01%
10,536
-25,214
842
$411K ﹤0.01%
1,399
-47
843
$409K ﹤0.01%
27,966
-303
844
$406K ﹤0.01%
+13,168
845
$404K ﹤0.01%
6,424
-441
846
$404K ﹤0.01%
1,453
-280
847
$401K ﹤0.01%
13,157
-2,070
848
$393K ﹤0.01%
+30,592
849
$393K ﹤0.01%
33,154
+9,218
850
$392K ﹤0.01%
4,878
+180
32 33
34
35 36