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
$11.6B
AUM Growth
-$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$89.5M
3
+$59.4M
4
UBS icon
UBS Group
UBS
+$44.1M
5
AMD icon
Advanced Micro Devices
AMD
+$41.2M

Top Sells

1
+$161M
2
+$53M
3
+$35.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$35.3M
5
TSM icon
TSMC
TSM
+$34.2M

Sector Composition

1 Technology 34.81%
2 Healthcare 13.29%
3 Financials 13.29%
4 Consumer Discretionary 9.67%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$277K ﹤0.01%
2,504
-864
927
$276K ﹤0.01%
1,982
-1,331
928
$274K ﹤0.01%
1,181
-11,819
929
$272K ﹤0.01%
+6,220
930
$272K ﹤0.01%
2,115
-1,121
931
$268K ﹤0.01%
2,642
-387
932
$267K ﹤0.01%
12,154
933
$267K ﹤0.01%
+7,240
934
$267K ﹤0.01%
26,299
935
$266K ﹤0.01%
+2,352
936
$263K ﹤0.01%
3,042
-1,217
937
$262K ﹤0.01%
5,196
+746
938
$262K ﹤0.01%
3,920
+910
939
$262K ﹤0.01%
6,502
-3,752
940
$260K ﹤0.01%
3,040
+5
941
$259K ﹤0.01%
582
-96
942
$258K ﹤0.01%
999
-206
943
$255K ﹤0.01%
4,000
-300
944
$253K ﹤0.01%
4,821
+874
945
$252K ﹤0.01%
52,735
+27,740
946
$250K ﹤0.01%
1,958
-301
947
$250K ﹤0.01%
+3,000
948
$250K ﹤0.01%
3,298
-1,334
949
$250K ﹤0.01%
8,780
-1,888
950
$250K ﹤0.01%
627
+50
36 37
38
39 40