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
1026
$85.1K ﹤0.01%
11,641
1027
$81.5K ﹤0.01%
75,847
+54,303
1028
$81.5K ﹤0.01%
1,125
+550
1029
$78.5K ﹤0.01%
17,000
1030
$76.1K ﹤0.01%
11,999
1031
$74.8K ﹤0.01%
+41,076
1032
$73.1K ﹤0.01%
28,623
+2,066
1033
$71.3K ﹤0.01%
+11,000
1034
$67.2K ﹤0.01%
70,000
+20,000
1035
$64.6K ﹤0.01%
1,430
1036
$61.5K ﹤0.01%
20,083
-1,498
1037
$59.3K ﹤0.01%
20,951
-1,562
1038
$54.4K ﹤0.01%
+36,000
1039
$53.3K ﹤0.01%
37,000
1040
$52K ﹤0.01%
2,778
1041
$51.5K ﹤0.01%
11,581
1042
$49K ﹤0.01%
1,500
1043
$46K ﹤0.01%
+10,003
1044
$46K ﹤0.01%
50,000
1045
$44.4K ﹤0.01%
14,000
1046
$41.3K ﹤0.01%
13,310
1047
$40.5K ﹤0.01%
850
-943
1048
$35.1K ﹤0.01%
+1,200
1049
$34.8K ﹤0.01%
4,829
-46,324
1050
$32.4K ﹤0.01%
3,000
40 41
42
43 44