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
$13.5B
AUM Growth
-$493M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$86.8M
3
+$66.8M
4
CMCSA icon
Comcast
CMCSA
+$47.3M
5
V icon
Visa
V
+$38.7M

Top Sells

1
+$127M
2
+$75M
3
+$61.4M
4
LOW icon
Lowe's Companies
LOW
+$47.9M
5
AMZN icon
Amazon
AMZN
+$27.3M

Sector Composition

1 Technology 33.91%
2 Financials 20.12%
3 Consumer Discretionary 16.14%
4 Communication Services 7.36%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$93K ﹤0.01%
24,995
952
$89K ﹤0.01%
+74,047
953
$88K ﹤0.01%
+17,511
954
$86K ﹤0.01%
684
955
$85K ﹤0.01%
+1,015
956
$80K ﹤0.01%
1,199
957
$79K ﹤0.01%
1,400
958
$77K ﹤0.01%
50,000
959
$75K ﹤0.01%
340
960
$74K ﹤0.01%
+10,600
961
$73K ﹤0.01%
2,244
962
$70K ﹤0.01%
+30,000
963
$68K ﹤0.01%
+51
964
$67K ﹤0.01%
300
965
$64K ﹤0.01%
+1,000
966
$63K ﹤0.01%
+2,000
967
$60K ﹤0.01%
224
968
$59K ﹤0.01%
500
969
$53K ﹤0.01%
+2,000
970
$46K ﹤0.01%
+11,000
971
$29K ﹤0.01%
+1,000
972
$29K ﹤0.01%
+620
973
$20K ﹤0.01%
900
974
$19K ﹤0.01%
700
975
$15K ﹤0.01%
300
37 38
39
40 41