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
$11.3B
AUM Growth
-$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$73.1M
3
+$64.6M
4
VZ icon
Verizon
VZ
+$57.3M
5
AMD icon
Advanced Micro Devices
AMD
+$50.5M

Top Sells

1
+$90.5M
2
+$85.5M
3
+$72.5M
4
ADBE icon
Adobe
ADBE
+$63.9M
5
NVDA icon
NVIDIA
NVDA
+$30.3M

Sector Composition

1 Technology 32.23%
2 Consumer Discretionary 13.67%
3 Healthcare 11.93%
4 Financials 11.9%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$287K ﹤0.01%
24,823
952
$286K ﹤0.01%
+9,651
953
$285K ﹤0.01%
5,767
+857
954
$285K ﹤0.01%
3,656
+549
955
$284K ﹤0.01%
3,557
+226
956
$280K ﹤0.01%
+10,000
957
$278K ﹤0.01%
1,670
958
$278K ﹤0.01%
5,600
959
$277K ﹤0.01%
10,807
+687
960
$275K ﹤0.01%
2,445
+135
961
$275K ﹤0.01%
5,467
962
$274K ﹤0.01%
1,547
-20
963
$274K ﹤0.01%
5,469
964
$271K ﹤0.01%
12,230
+2,069
965
$270K ﹤0.01%
1,296
966
$270K ﹤0.01%
2,757
-611
967
$266K ﹤0.01%
+16,640
968
$265K ﹤0.01%
5,579
+221
969
$264K ﹤0.01%
9,489
-894
970
$263K ﹤0.01%
6,167
+103
971
$261K ﹤0.01%
+4,374
972
$260K ﹤0.01%
2,177
973
$260K ﹤0.01%
1,349
974
$259K ﹤0.01%
512
-2,824
975
$258K ﹤0.01%
5,805
37 38
39
40 41