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
$11.4B
AUM Growth
+$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$73.6M
2
+$38.4M
3
+$32M
4
TSLA icon
Tesla
TSLA
+$27.1M
5
LIN icon
Linde
LIN
+$20.7M

Top Sells

1
+$57.9M
2
+$53M
3
+$45.3M
4
NVDA icon
NVIDIA
NVDA
+$44.5M
5
AMZN icon
Amazon
AMZN
+$41M

Sector Composition

1 Technology 33.07%
2 Healthcare 13.24%
3 Industrials 10.85%
4 Financials 10.16%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$39.4M 0.35%
447,113
+27,300
77
$39.3M 0.34%
790,569
+771,649
78
$39.2M 0.34%
739,744
+43,791
79
$39M 0.34%
184,422
+4,506
80
$38.4M 0.34%
442,320
-47,580
81
$37.7M 0.33%
380,236
+7,715
82
$37.4M 0.33%
845,025
+82,285
83
$37M 0.32%
535,417
+95,279
84
$37M 0.32%
414,515
+60,064
85
$35.7M 0.31%
232,250
+11,398
86
$35.3M 0.31%
159,028
-8,791
87
$35.1M 0.31%
515,114
-184,832
88
$33.7M 0.3%
12,463
+151
89
$32.7M 0.29%
449,172
+15,993
90
$32.3M 0.28%
271,481
-35,374
91
$31.9M 0.28%
59,239
+16,361
92
$31.1M 0.27%
105,252
-8,730
93
$30.7M 0.27%
229,398
+39,288
94
$30.7M 0.27%
420,715
+27,099
95
$30.2M 0.27%
399,842
-26,042
96
$30M 0.26%
81,133
+6,064
97
$29.8M 0.26%
644,153
-47,627
98
$28.6M 0.25%
624,359
-26,677
99
$28.4M 0.25%
210,956
-91
100
$28.4M 0.25%
800,000
+60,000
2 3
4
5 6