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
976
$242K ﹤0.01%
138,404
-3,859
977
$240K ﹤0.01%
910
-99
978
$240K ﹤0.01%
14,000
979
$240K ﹤0.01%
8,700
-1,900
980
$240K ﹤0.01%
+24,309
981
$239K ﹤0.01%
2,034
982
$238K ﹤0.01%
81,747
+5,900
983
$237K ﹤0.01%
3,438
+24
984
$237K ﹤0.01%
8,300
985
$237K ﹤0.01%
+950
986
$236K ﹤0.01%
1,703
-290
987
$235K ﹤0.01%
10,579
-992
988
$235K ﹤0.01%
6,491
-565
989
$234K ﹤0.01%
+20,800
990
$233K ﹤0.01%
+2,088
991
$232K ﹤0.01%
+6,979
992
$231K ﹤0.01%
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993
$229K ﹤0.01%
9,380
994
$227K ﹤0.01%
2,193
995
$226K ﹤0.01%
15,500
-8,300
996
$224K ﹤0.01%
2,429
997
$223K ﹤0.01%
1,905
-118
998
$222K ﹤0.01%
6,169
999
$220K ﹤0.01%
+7,846
1000
$219K ﹤0.01%
+4,391
38 39
40
41 42