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
926
$294K ﹤0.01%
1,350
-184
927
$292K ﹤0.01%
7,266
+35
928
$291K ﹤0.01%
3,828
+354
929
$289K ﹤0.01%
28,935
-52,101
930
$286K ﹤0.01%
7,347
-782
931
$285K ﹤0.01%
6,115
932
$284K ﹤0.01%
+23,800
933
$282K ﹤0.01%
+2,600
934
$282K ﹤0.01%
12,247
-2,773
935
$282K ﹤0.01%
12,235
-183
936
$280K ﹤0.01%
31,510
-16,781
937
$279K ﹤0.01%
+28,083
938
$279K ﹤0.01%
66,435
-9,400
939
$278K ﹤0.01%
2,771
+165
940
$274K ﹤0.01%
+6,588
941
$271K ﹤0.01%
10,340
-1,094
942
$270K ﹤0.01%
+11,660
943
$267K ﹤0.01%
28,066
+5,312
944
$267K ﹤0.01%
3,290
+13
945
$265K ﹤0.01%
+5,500
946
$257K ﹤0.01%
+94,650
947
$257K ﹤0.01%
24,033
+8,881
948
$253K ﹤0.01%
6,450
949
$252K ﹤0.01%
42,000
950
$252K ﹤0.01%
+1,091
36 37
38
39 40