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
876
$380K ﹤0.01%
2,800
877
$380K ﹤0.01%
6,000
-9,900
878
$380K ﹤0.01%
2,969
879
$380K ﹤0.01%
+3,350
880
$379K ﹤0.01%
+5,799
881
$376K ﹤0.01%
36,144
882
$376K ﹤0.01%
11,030
-5,662
883
$376K ﹤0.01%
1,619
-22
884
$373K ﹤0.01%
2,044
+99
885
$370K ﹤0.01%
4,187
+300
886
$369K ﹤0.01%
3,287
-2,747
887
$369K ﹤0.01%
45,999
+21,207
888
$366K ﹤0.01%
5,900
+2,900
889
$366K ﹤0.01%
1,673
-2,578
890
$365K ﹤0.01%
1,791
-436
891
$363K ﹤0.01%
2,885
+662
892
$363K ﹤0.01%
+959
893
$362K ﹤0.01%
1,112
-38
894
$360K ﹤0.01%
3,579
-5,522
895
$358K ﹤0.01%
800
896
$357K ﹤0.01%
10,000
-6,290
897
$354K ﹤0.01%
9,910
-373
898
$354K ﹤0.01%
20,000
+10,000
899
$352K ﹤0.01%
5,112
-48
900
$351K ﹤0.01%
2,223
-73
34 35
36
37 38