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
851
$362K ﹤0.01%
18,549
+6,862
852
$359K ﹤0.01%
40,345
-4,355
853
$358K ﹤0.01%
16,982
-15,209
854
$357K ﹤0.01%
12,432
+195
855
$357K ﹤0.01%
6,685
856
$356K ﹤0.01%
+15,799
857
$356K ﹤0.01%
17,770
858
$355K ﹤0.01%
9,225
+639
859
$354K ﹤0.01%
52,828
-751
860
$353K ﹤0.01%
1,691
-9,250
861
$353K ﹤0.01%
41,546
+30,631
862
$353K ﹤0.01%
12,018
863
$353K ﹤0.01%
+24,285
864
$345K ﹤0.01%
6,429
-92
865
$343K ﹤0.01%
4,535
+447
866
$342K ﹤0.01%
8,613
867
$341K ﹤0.01%
12,747
+512
868
$339K ﹤0.01%
6,740
-160
869
$339K ﹤0.01%
1,800
-1,110
870
$336K ﹤0.01%
10,250
+4,290
871
$333K ﹤0.01%
3,603
-5,896
872
$333K ﹤0.01%
9,000
873
$332K ﹤0.01%
33,718
-12,503
874
$330K ﹤0.01%
+10,650
875
$329K ﹤0.01%
6,920
33 34
35
36 37