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
$11.3B
AUM Growth
-$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$73.1M
3
+$64.6M
4
VZ icon
Verizon
VZ
+$57.3M
5
AMD icon
Advanced Micro Devices
AMD
+$50.5M

Top Sells

1
+$90.5M
2
+$85.5M
3
+$72.5M
4
ADBE icon
Adobe
ADBE
+$63.9M
5
NVDA icon
NVIDIA
NVDA
+$30.3M

Sector Composition

1 Technology 32.23%
2 Consumer Discretionary 13.67%
3 Healthcare 11.93%
4 Financials 11.9%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$417K ﹤0.01%
349
+80
852
$416K ﹤0.01%
2,673
853
$415K ﹤0.01%
12,127
+3,266
854
$413K ﹤0.01%
+12,000
855
$407K ﹤0.01%
2,454
-218
856
$407K ﹤0.01%
40,000
857
$404K ﹤0.01%
+7,555
858
$400K ﹤0.01%
1,528
+37
859
$399K ﹤0.01%
2,631
+66
860
$399K ﹤0.01%
23,235
-33,265
861
$399K ﹤0.01%
639
-32
862
$397K ﹤0.01%
+12,370
863
$395K ﹤0.01%
2,762
864
$393K ﹤0.01%
3,236
+219
865
$390K ﹤0.01%
7,333
+2,133
866
$389K ﹤0.01%
57,348
+1,687
867
$388K ﹤0.01%
11,076
-12,246
868
$387K ﹤0.01%
5,000
869
$386K ﹤0.01%
2,582
+387
870
$385K ﹤0.01%
80,000
871
$385K ﹤0.01%
2,000
+1,000
872
$383K ﹤0.01%
10,000
873
$383K ﹤0.01%
6,300
874
$381K ﹤0.01%
19,318
875
$381K ﹤0.01%
4,820
-9,608
33 34
35
36 37