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
$11.3B
AUM Growth
-$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$73.1M
3
+$64.6M
4
VZ icon
Verizon
VZ
+$57.3M
5
AMD icon
Advanced Micro Devices
AMD
+$50.5M

Top Sells

1
+$90.5M
2
+$85.5M
3
+$72.5M
4
ADBE icon
Adobe
ADBE
+$63.9M
5
NVDA icon
NVIDIA
NVDA
+$30.3M

Sector Composition

1 Technology 32.23%
2 Consumer Discretionary 13.67%
3 Healthcare 11.93%
4 Financials 11.9%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$313K ﹤0.01%
8,305
-3,575
927
$313K ﹤0.01%
683
928
$312K ﹤0.01%
5,410
+727
929
$311K ﹤0.01%
+1,250
930
$310K ﹤0.01%
+5,027
931
$310K ﹤0.01%
15,489
-3,613
932
$310K ﹤0.01%
+7,418
933
$310K ﹤0.01%
+4,878
934
$309K ﹤0.01%
4,259
+628
935
$305K ﹤0.01%
4,737
+924
936
$304K ﹤0.01%
1,486
937
$301K ﹤0.01%
912
938
$300K ﹤0.01%
8,085
+5,078
939
$299K ﹤0.01%
1,052
+304
940
$299K ﹤0.01%
1,500
941
$297K ﹤0.01%
26,299
942
$297K ﹤0.01%
9,209
-3,400
943
$295K ﹤0.01%
1,761
944
$295K ﹤0.01%
3,981
+583
945
$290K ﹤0.01%
1,671
+106
946
$290K ﹤0.01%
+4,543
947
$289K ﹤0.01%
+6,472
948
$289K ﹤0.01%
4,300
-4,300
949
$288K ﹤0.01%
4,825
950
$288K ﹤0.01%
6,000
+3,750
36 37
38
39 40