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
951
$241K ﹤0.01%
2,212
-85
952
$240K ﹤0.01%
11,571
-1,685
953
$240K ﹤0.01%
+5,085
954
$238K ﹤0.01%
3,995
+899
955
$237K ﹤0.01%
8,228
956
$236K ﹤0.01%
28,695
+902
957
$235K ﹤0.01%
9,200
958
$235K ﹤0.01%
66,435
959
$234K ﹤0.01%
142,263
-6,001
960
$231K ﹤0.01%
6,588
961
$229K ﹤0.01%
+7,000
962
$229K ﹤0.01%
+172,824
963
$226K ﹤0.01%
37,785
-98
964
$225K ﹤0.01%
2,222
+238
965
$225K ﹤0.01%
1,009
966
$224K ﹤0.01%
2,193
967
$224K ﹤0.01%
1,285
+171
968
$223K ﹤0.01%
8,300
969
$221K ﹤0.01%
2,023
-2,429
970
$219K ﹤0.01%
9,380
971
$219K ﹤0.01%
869
-41
972
$217K ﹤0.01%
1,961
-9,566
973
$215K ﹤0.01%
2,429
-286
974
$214K ﹤0.01%
2,034
975
$213K ﹤0.01%
5,680
37 38
39
40 41