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
$11.9B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$54M
3
+$51.8M
4
TJX icon
TJX Companies
TJX
+$37M
5
VLTO icon
Veralto
VLTO
+$31.1M

Top Sells

1
+$68.2M
2
+$66.7M
3
+$46.5M
4
BMY icon
Bristol-Myers Squibb
BMY
+$45.6M
5
UBS icon
UBS Group
UBS
+$44.4M

Sector Composition

1 Technology 34.13%
2 Healthcare 12.23%
3 Consumer Discretionary 10.73%
4 Industrials 10.68%
5 Financials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$295K ﹤0.01%
897
927
$294K ﹤0.01%
4,007
-380
928
$294K ﹤0.01%
+1,041
929
$293K ﹤0.01%
+45,729
930
$292K ﹤0.01%
10,128
-8,599
931
$291K ﹤0.01%
11,375
-75
932
$291K ﹤0.01%
+2,250
933
$291K ﹤0.01%
+2,014
934
$291K ﹤0.01%
+6,731
935
$290K ﹤0.01%
2,771
936
$290K ﹤0.01%
59,411
-53,197
937
$290K ﹤0.01%
2,693
-6,855
938
$289K ﹤0.01%
+2,266
939
$287K ﹤0.01%
14,410
+3,760
940
$286K ﹤0.01%
4,923
-946
941
$285K ﹤0.01%
6,300
-3,150
942
$285K ﹤0.01%
11,240
-65,362
943
$284K ﹤0.01%
+16,199
944
$284K ﹤0.01%
+7,467
945
$283K ﹤0.01%
39,607
-4,520
946
$282K ﹤0.01%
71,797
-2,002
947
$279K ﹤0.01%
+13,288
948
$279K ﹤0.01%
28,935
949
$279K ﹤0.01%
2,344
-2,805
950
$278K ﹤0.01%
+2,996
36 37
38
39 40