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
$30.8B
AUM Growth
+$18.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$1.41B
2
+$1.39B
3
+$1.04B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$962M
5
MA icon
Mastercard
MA
+$792M

Top Sells

1
+$94.1M
2
+$64.8M
3
+$40.2M
4
AAPL icon
Apple
AAPL
+$23.5M
5
GEN icon
Gen Digital
GEN
+$21.2M

Sector Composition

1 Technology 28.23%
2 Healthcare 16.28%
3 Financials 12.81%
4 Consumer Discretionary 11.98%
5 Consumer Staples 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$238K ﹤0.01%
4,967
+163
952
$238K ﹤0.01%
4,465
953
$238K ﹤0.01%
910
-163
954
$237K ﹤0.01%
12,515
+611
955
$237K ﹤0.01%
2,305
-44
956
$234K ﹤0.01%
1,922
-855
957
$234K ﹤0.01%
2,954
-13,556
958
$233K ﹤0.01%
7,518
-531
959
$233K ﹤0.01%
2,132
-97
960
$232K ﹤0.01%
3,167
+105
961
$232K ﹤0.01%
59,046
+1,000
962
$232K ﹤0.01%
12,307
+5
963
$230K ﹤0.01%
10,000
964
$229K ﹤0.01%
9,380
965
$226K ﹤0.01%
6,536
+422
966
$226K ﹤0.01%
16,068
+3,215
967
$222K ﹤0.01%
37,087
+1,250
968
$221K ﹤0.01%
1,548
-2,848
969
$221K ﹤0.01%
3,783
-2,123
970
$221K ﹤0.01%
4,609
+64
971
$219K ﹤0.01%
115,335
-1,445
972
$218K ﹤0.01%
31,309
973
$217K ﹤0.01%
10,825
-19,944
974
$216K ﹤0.01%
81,169
975
$216K ﹤0.01%
+7,173
37 38
39
40 41