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
$9.25B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$49.5M
3
+$44.8M
4
VZ icon
Verizon
VZ
+$43.3M
5
NVDA icon
NVIDIA
NVDA
+$39.9M

Top Sells

1
+$113M
2
+$107M
3
+$37.7M
4
LOGI icon
Logitech
LOGI
+$37.2M
5
AMAT icon
Applied Materials
AMAT
+$35.2M

Sector Composition

1 Technology 32.11%
2 Healthcare 15.6%
3 Financials 13.12%
4 Industrials 9.2%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$290K ﹤0.01%
+4,097
852
$290K ﹤0.01%
+4,459
853
$289K ﹤0.01%
+5,196
854
$287K ﹤0.01%
20,145
-71,846
855
$284K ﹤0.01%
6,370
-600
856
$284K ﹤0.01%
+14,448
857
$283K ﹤0.01%
2,121
+6
858
$282K ﹤0.01%
7,782
859
$281K ﹤0.01%
25,937
+19
860
$281K ﹤0.01%
208,396
-21,400
861
$279K ﹤0.01%
4,822
-728
862
$276K ﹤0.01%
92,662
+69,662
863
$275K ﹤0.01%
7,240
864
$273K ﹤0.01%
7,550
-21,800
865
$272K ﹤0.01%
1,958
-44
866
$271K ﹤0.01%
+12,782
867
$271K ﹤0.01%
3,005
-157
868
$270K ﹤0.01%
26,299
869
$267K ﹤0.01%
3,356
-784
870
$265K ﹤0.01%
15,158
-6,311
871
$263K ﹤0.01%
85,384
+51,566
872
$261K ﹤0.01%
12,154
873
$258K ﹤0.01%
5,316
-812
874
$257K ﹤0.01%
8,645
-15,148
875
$256K ﹤0.01%
4,340
-594
33 34
35
36 37