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
$13.5B
AUM Growth
-$493M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$86.8M
3
+$66.8M
4
CMCSA icon
Comcast
CMCSA
+$47.3M
5
V icon
Visa
V
+$38.7M

Top Sells

1
+$127M
2
+$75M
3
+$61.4M
4
LOW icon
Lowe's Companies
LOW
+$47.9M
5
AMZN icon
Amazon
AMZN
+$27.3M

Sector Composition

1 Technology 33.91%
2 Financials 20.12%
3 Consumer Discretionary 16.14%
4 Communication Services 7.36%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$238K ﹤0.01%
4,578
-1,446
877
$237K ﹤0.01%
+2,800
878
$237K ﹤0.01%
2,049
879
$237K ﹤0.01%
+5,900
880
$236K ﹤0.01%
5,972
+3,972
881
$234K ﹤0.01%
30,014
882
$233K ﹤0.01%
10,048
-1,753
883
$233K ﹤0.01%
+2,261
884
$230K ﹤0.01%
+3,706
885
$230K ﹤0.01%
3,180
886
$226K ﹤0.01%
+4,495
887
$226K ﹤0.01%
3,539
888
$226K ﹤0.01%
2,000
+875
889
$226K ﹤0.01%
2,855
890
$224K ﹤0.01%
748
-111
891
$222K ﹤0.01%
2,350
-765
892
$220K ﹤0.01%
+1,476
893
$219K ﹤0.01%
4,065
-44,452
894
$219K ﹤0.01%
3,693
+1,993
895
$217K ﹤0.01%
702
-53
896
$217K ﹤0.01%
+278
897
$216K ﹤0.01%
18,448
+3,920
898
$214K ﹤0.01%
+1,110
899
$212K ﹤0.01%
+120,000
900
$212K ﹤0.01%
+1,143
34 35
36
37 38