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
$9.25B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$49.5M
3
+$44.8M
4
VZ icon
Verizon
VZ
+$43.3M
5
NVDA icon
NVIDIA
NVDA
+$39.9M

Top Sells

1
+$113M
2
+$107M
3
+$37.7M
4
LOGI icon
Logitech
LOGI
+$37.2M
5
AMAT icon
Applied Materials
AMAT
+$35.2M

Sector Composition

1 Technology 32.11%
2 Healthcare 15.6%
3 Financials 13.12%
4 Industrials 9.2%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$46K ﹤0.01%
2,862
1002
$46K ﹤0.01%
102,671
-10,543
1003
$41K ﹤0.01%
1,876
-73
1004
$40K ﹤0.01%
14,000
1005
$38K ﹤0.01%
+1,744
1006
$38K ﹤0.01%
10,353
1007
$36K ﹤0.01%
+11,124
1008
$32K ﹤0.01%
2,800
1009
$31K ﹤0.01%
+12,240
1010
$29K ﹤0.01%
+23,765
1011
$26K ﹤0.01%
+13,370
1012
$23K ﹤0.01%
+13,000
1013
$19K ﹤0.01%
+12,859
1014
$17K ﹤0.01%
14,939
+1,347
1015
$14K ﹤0.01%
+10,309
1016
– –
-1,246
1017
– –
-218,321
1018
– –
-84,362
1019
– –
-12,821
1020
– –
-10,303
1021
– –
-15,896
1022
– –
-8,260
1023
– –
-6,239
1024
– –
-205,359
1025
– –
-128,285
39 40
41
42 43