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
1001
$160K ﹤0.01%
+20,000
1002
$151K ﹤0.01%
52,596
1003
$150K ﹤0.01%
11,734
+152
1004
$142K ﹤0.01%
10,701
1005
$139K ﹤0.01%
+17,500
1006
$138K ﹤0.01%
53,174
+15,626
1007
$136K ﹤0.01%
58,256
+34,947
1008
$134K ﹤0.01%
10,663
+322
1009
$133K ﹤0.01%
30,286
-3,389
1010
$123K ﹤0.01%
22,400
1011
$121K ﹤0.01%
23,697
-3,918
1012
$114K ﹤0.01%
60,236
-73,581
1013
$112K ﹤0.01%
10,250
1014
$107K ﹤0.01%
17,063
1015
$107K ﹤0.01%
84,653
+60,888
1016
$106K ﹤0.01%
17,700
+2,300
1017
$104K ﹤0.01%
+28,129
1018
$104K ﹤0.01%
15,560
-21,642
1019
$104K ﹤0.01%
2,877
+1,340
1020
$102K ﹤0.01%
76,614
-5,505
1021
$99.9K ﹤0.01%
19,473
1022
$98.8K ﹤0.01%
3,135
-234
1023
$94.2K ﹤0.01%
+24,733
1024
$90.6K ﹤0.01%
13,228
-1,000
1025
$89.9K ﹤0.01%
23,474
-3,881
39 40
41
42 43