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
$9.25B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$49.5M
3
+$44.8M
4
VZ icon
Verizon
VZ
+$43.3M
5
NVDA icon
NVIDIA
NVDA
+$39.9M

Top Sells

1
+$113M
2
+$107M
3
+$37.7M
4
LOGI icon
Logitech
LOGI
+$37.2M
5
AMAT icon
Applied Materials
AMAT
+$35.2M

Sector Composition

1 Technology 32.11%
2 Healthcare 15.6%
3 Financials 13.12%
4 Industrials 9.2%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$235K ﹤0.01%
+6,125
902
$235K ﹤0.01%
2,135
+171
903
$233K ﹤0.01%
5,670
-3,330
904
$233K ﹤0.01%
+12,993
905
$232K ﹤0.01%
1,469
906
$232K ﹤0.01%
+3,819
907
$229K ﹤0.01%
3,501
-359
908
$228K ﹤0.01%
6,688
-34,251
909
$228K ﹤0.01%
1,585
910
$228K ﹤0.01%
+2,078
911
$228K ﹤0.01%
+79,190
912
$227K ﹤0.01%
36,097
913
$226K ﹤0.01%
+3,000
914
$224K ﹤0.01%
+17,075
915
$222K ﹤0.01%
3,865
916
$221K ﹤0.01%
+5,622
917
$221K ﹤0.01%
2,933
-686
918
$220K ﹤0.01%
13,278
-59,609
919
$218K ﹤0.01%
16,544
+675
920
$218K ﹤0.01%
2,504
921
$217K ﹤0.01%
3,429
+387
922
$216K ﹤0.01%
3,796
-6,688
923
$215K ﹤0.01%
2,953
-87
924
$214K ﹤0.01%
+26,000
925
$213K ﹤0.01%
7,501
+245
35 36
37
38 39