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
1,161
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
1026
– –
-205,359
1027
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-128,285
1028
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-20,000
1029
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-1,238
1030
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-8,171
1031
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-68,998
1032
– –
-6,000
1033
– –
-1,384
1034
– –
-51,076
1035
– –
-5,150
1036
– –
-6,220
1037
– –
-197,320
1038
– –
-20,558
1039
– –
-32,033
1040
– –
-79,663
1041
– –
-16,222
1042
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-3,321
1043
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-1,181
1044
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-2,890
1045
– –
-10,018
1046
– –
-31,849
1047
– –
-4,682
1048
– –
-1,958
1049
– –
-8,624
1050
– –
-19,106
40 41
42
43 44