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
876
$367K ﹤0.01%
3,956
-335
877
$366K ﹤0.01%
+3,565
878
$365K ﹤0.01%
25,897
+1,612
879
$361K ﹤0.01%
4,160
+651
880
$359K ﹤0.01%
7,887
-854
881
$358K ﹤0.01%
1,483
-208
882
$357K ﹤0.01%
10,340
883
$353K ﹤0.01%
15,580
884
$352K ﹤0.01%
4,619
+342
885
$350K ﹤0.01%
2,037
+912
886
$346K ﹤0.01%
2,723
887
$345K ﹤0.01%
31,834
-1,884
888
$344K ﹤0.01%
+26,413
889
$344K ﹤0.01%
3,084
890
$343K ﹤0.01%
10,194
-2,974
891
$343K ﹤0.01%
1,189
892
$342K ﹤0.01%
10,600
+3,600
893
$342K ﹤0.01%
5,133
+100
894
$337K ﹤0.01%
5,325
-232
895
$336K ﹤0.01%
1,547
-865
896
$336K ﹤0.01%
6,244
-28,711
897
$335K ﹤0.01%
4,679
-449
898
$332K ﹤0.01%
22,541
-17,804
899
$330K ﹤0.01%
10,718
-1,300
900
$330K ﹤0.01%
26,607
-144
34 35
36
37 38