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
926
$265K ﹤0.01%
28,935
927
$265K ﹤0.01%
8,930
-3,110
928
$264K ﹤0.01%
25,367
-12,012
929
$264K ﹤0.01%
5,500
930
$264K ﹤0.01%
18,038
-4,362
931
$264K ﹤0.01%
26,000
932
$262K ﹤0.01%
700
-70
933
$262K ﹤0.01%
2,771
934
$262K ﹤0.01%
10,340
935
$262K ﹤0.01%
24,819
+1,860
936
$261K ﹤0.01%
49,191
+21,125
937
$260K ﹤0.01%
11,320
-7,211
938
$255K ﹤0.01%
5,522
-812
939
$255K ﹤0.01%
1,352
940
$255K ﹤0.01%
1,127
+154
941
$253K ﹤0.01%
6,000
-450
942
$251K ﹤0.01%
7,347
943
$250K ﹤0.01%
7,056
-432
944
$249K ﹤0.01%
+6,512
945
$248K ﹤0.01%
10,000
-5,000
946
$248K ﹤0.01%
8,359
-375
947
$247K ﹤0.01%
+7,636
948
$246K ﹤0.01%
8,035
-9,308
949
$244K ﹤0.01%
1,535
950
$243K ﹤0.01%
73,799
+2,015
36 37
38
39 40