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
976
$211K ﹤0.01%
37,666
+13,633
977
$211K ﹤0.01%
1,530
978
$207K ﹤0.01%
41,000
+9,000
979
$207K ﹤0.01%
20,000
980
$205K ﹤0.01%
10,600
981
$205K ﹤0.01%
6,169
-340
982
$204K ﹤0.01%
2,886
983
$204K ﹤0.01%
+6,100
984
$202K ﹤0.01%
+13,453
985
$201K ﹤0.01%
+4,749
986
$201K ﹤0.01%
13,413
-13,480
987
$196K ﹤0.01%
18,789
-23,376
988
$196K ﹤0.01%
15,967
-133
989
$194K ﹤0.01%
14,350
990
$187K ﹤0.01%
11,660
991
$184K ﹤0.01%
15,782
+2,258
992
$183K ﹤0.01%
10,283
993
$182K ﹤0.01%
35,952
+18,450
994
$181K ﹤0.01%
14,000
995
$173K ﹤0.01%
35,333
+7,250
996
$168K ﹤0.01%
11,700
997
$165K ﹤0.01%
27,816
998
$164K ﹤0.01%
12,286
+365
999
$164K ﹤0.01%
33,543
1000
$162K ﹤0.01%
68,750
-25,900
38 39
40
41 42