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
1026
– –
-20,000
1027
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-10,887
1028
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-1,238
1029
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1030
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1031
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1032
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-68,998
1033
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-1,980
1034
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-10,038
1035
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-6,502
1036
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-2,600
1037
– –
-10,816
1038
– –
-68,712
1039
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-10,000
1040
– –
-150,602
1041
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-51,076
1042
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-5,150
1043
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-6,220
1044
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-197,320
1045
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-20,558
1046
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-32,033
1047
– –
-79,663
1048
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-16,222
1049
– –
-3,321
1050
– –
-1,181
40 41
42
43 44