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
901
$289K ﹤0.01%
2,723
902
$289K ﹤0.01%
3,476
903
$289K ﹤0.01%
9,450
904
$288K ﹤0.01%
1,993
-286
905
$283K ﹤0.01%
16,000
906
$283K ﹤0.01%
25,827
907
$283K ﹤0.01%
205
+40
908
$283K ﹤0.01%
6,115
909
$282K ﹤0.01%
4,021
910
$281K ﹤0.01%
897
911
$280K ﹤0.01%
30,043
+11,637
912
$278K ﹤0.01%
7,373
-1,738
913
$277K ﹤0.01%
11,450
-237
914
$274K ﹤0.01%
20,000
-20,000
915
$274K ﹤0.01%
1,043
+151
916
$273K ﹤0.01%
4,387
-254
917
$273K ﹤0.01%
4,000
-1,250
918
$272K ﹤0.01%
44,127
-7,296
919
$272K ﹤0.01%
1,123
920
$272K ﹤0.01%
17,193
-4,720
921
$271K ﹤0.01%
42,000
922
$269K ﹤0.01%
1,125
-2,076
923
$268K ﹤0.01%
8,314
-18,500
924
$266K ﹤0.01%
4,277
-19,651
925
$265K ﹤0.01%
69,800
35 36
37
38 39