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
$11.4B
AUM Growth
+$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$73.6M
2
+$38.4M
3
+$32M
4
TSLA icon
Tesla
TSLA
+$27.1M
5
LIN icon
Linde
LIN
+$20.7M

Top Sells

1
+$57.9M
2
+$53M
3
+$45.3M
4
NVDA icon
NVIDIA
NVDA
+$44.5M
5
AMZN icon
Amazon
AMZN
+$41M

Sector Composition

1 Technology 33.07%
2 Healthcare 13.24%
3 Industrials 10.85%
4 Financials 10.16%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$326K ﹤0.01%
6,413
-2,950
902
$324K ﹤0.01%
51
-2
903
$323K ﹤0.01%
+3,996
904
$321K ﹤0.01%
8,586
-2,531
905
$321K ﹤0.01%
+21,297
906
$320K ﹤0.01%
19,932
-437,384
907
$320K ﹤0.01%
3,084
-96
908
$318K ﹤0.01%
16,050
909
$317K ﹤0.01%
3,362
-550
910
$317K ﹤0.01%
19,740
-93,910
911
$317K ﹤0.01%
+3,476
912
$314K ﹤0.01%
6,334
-255
913
$312K ﹤0.01%
37,202
+23,770
914
$311K ﹤0.01%
51,423
-30,043
915
$309K ﹤0.01%
18,456
-3,048
916
$308K ﹤0.01%
8,734
-695
917
$308K ﹤0.01%
21,913
-5,830
918
$303K ﹤0.01%
1,831
919
$300K ﹤0.01%
11,283
-1,666
920
$299K ﹤0.01%
2,723
921
$298K ﹤0.01%
4,088
-326
922
$297K ﹤0.01%
897
+60
923
$297K ﹤0.01%
26,000
+11,500
924
$296K ﹤0.01%
16,100
-4,416
925
$294K ﹤0.01%
16,000
-1,700
35 36
37
38 39