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
976
$215K ﹤0.01%
+8,200
977
$212K ﹤0.01%
+5,196
978
$211K ﹤0.01%
7,000
979
$211K ﹤0.01%
5,507
-1,253
980
$210K ﹤0.01%
1,780
-900
981
$209K ﹤0.01%
15,888
-7,906
982
$209K ﹤0.01%
+18,432
983
$208K ﹤0.01%
21,277
-5,736
984
$207K ﹤0.01%
2,110
-214
985
$206K ﹤0.01%
+1,179
986
$206K ﹤0.01%
+2,203
987
$205K ﹤0.01%
5,775
988
$205K ﹤0.01%
76,259
+9,735
989
$204K ﹤0.01%
5,215
+1,144
990
$203K ﹤0.01%
763
-190
991
$203K ﹤0.01%
3,119
992
$202K ﹤0.01%
3,530
-2,507
993
$201K ﹤0.01%
8,863
+1,829
994
$201K ﹤0.01%
2,377
-2,879
995
$200K ﹤0.01%
28,467
-978
996
$200K ﹤0.01%
+4,705
997
$192K ﹤0.01%
21,316
+1,288
998
$188K ﹤0.01%
+12,243
999
$183K ﹤0.01%
30,247
-134
1000
$183K ﹤0.01%
13,744
38 39
40
41 42