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
876
$328K ﹤0.01%
1,831
877
$327K ﹤0.01%
5,557
-740
878
$325K ﹤0.01%
5,128
879
$324K ﹤0.01%
3,111
880
$324K ﹤0.01%
6,750
881
$322K ﹤0.01%
1,758
882
$321K ﹤0.01%
1,350
883
$320K ﹤0.01%
5,033
884
$312K ﹤0.01%
+5,869
885
$311K ﹤0.01%
+5,477
886
$311K ﹤0.01%
20,488
-809
887
$310K ﹤0.01%
3,084
888
$309K ﹤0.01%
48,425
+37,649
889
$308K ﹤0.01%
1,809
890
$308K ﹤0.01%
4,511
891
$304K ﹤0.01%
51
892
$303K ﹤0.01%
1,189
-27
893
$301K ﹤0.01%
3,509
-319
894
$295K ﹤0.01%
7,196
-1,876
895
$294K ﹤0.01%
11,574
-673
896
$293K ﹤0.01%
15,580
-470
897
$293K ﹤0.01%
+3,414
898
$292K ﹤0.01%
23,800
899
$290K ﹤0.01%
3,362
900
$289K ﹤0.01%
+5,000
34 35
36
37 38