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
951
$277K ﹤0.01%
115,332
+30,679
952
$276K ﹤0.01%
+5,503
953
$276K ﹤0.01%
5,043
-8,947
954
$276K ﹤0.01%
1,535
955
$276K ﹤0.01%
3,400
-600
956
$275K ﹤0.01%
+12,269
957
$272K ﹤0.01%
192
-13
958
$271K ﹤0.01%
5,600
+100
959
$270K ﹤0.01%
1,352
960
$269K ﹤0.01%
7,347
961
$269K ﹤0.01%
13,384
-53,190
962
$266K ﹤0.01%
7,600
-1,330
963
$263K ﹤0.01%
4,820
-2,100
964
$263K ﹤0.01%
1,691
-26,643
965
$261K ﹤0.01%
4,831
-691
966
$260K ﹤0.01%
+100,000
967
$257K ﹤0.01%
36,760
-1,025
968
$257K ﹤0.01%
+1,350
969
$255K ﹤0.01%
6,000
970
$249K ﹤0.01%
+6,792
971
$249K ﹤0.01%
532
-1,659
972
$248K ﹤0.01%
+7,047
973
$246K ﹤0.01%
+2,140
974
$244K ﹤0.01%
873
-170
975
$243K ﹤0.01%
3,165
+279
37 38
39
40 41