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
851
$401K ﹤0.01%
17,573
+591
852
$399K ﹤0.01%
3,247
-291
853
$398K ﹤0.01%
9,500
854
$397K ﹤0.01%
3,940
-595
855
$396K ﹤0.01%
15,000
+5,000
856
$394K ﹤0.01%
3,111
857
$393K ﹤0.01%
5,296
-729
858
$393K ﹤0.01%
4,849
+338
859
$392K ﹤0.01%
4,063
-1,005
860
$389K ﹤0.01%
10,855
861
$388K ﹤0.01%
21,112
-2,208
862
$387K ﹤0.01%
2,498
-525
863
$386K ﹤0.01%
6,740
864
$385K ﹤0.01%
17,564
+371
865
$385K ﹤0.01%
16,345
-104
866
$384K ﹤0.01%
2,875
-188
867
$383K ﹤0.01%
18,896
-11,209
868
$380K ﹤0.01%
21,400
-5,392
869
$377K ﹤0.01%
+14,123
870
$377K ﹤0.01%
3,840
-636
871
$376K ﹤0.01%
1,887
+78
872
$376K ﹤0.01%
8,280
-333
873
$375K ﹤0.01%
5,275
874
$370K ﹤0.01%
2,218
-2,579
875
$370K ﹤0.01%
9,565
-2,858
33 34
35
36 37