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
$11.9B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$54M
3
+$51.8M
4
TJX icon
TJX Companies
TJX
+$37M
5
VLTO icon
Veralto
VLTO
+$31.1M

Top Sells

1
+$68.2M
2
+$66.7M
3
+$46.5M
4
BMY icon
Bristol-Myers Squibb
BMY
+$45.6M
5
UBS icon
UBS Group
UBS
+$44.4M

Sector Composition

1 Technology 34.13%
2 Healthcare 12.23%
3 Consumer Discretionary 10.73%
4 Industrials 10.68%
5 Financials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$80.2K ﹤0.01%
11,582
-152
1052
$78.2K ﹤0.01%
1,430
1053
$76K ﹤0.01%
1,125
1054
$74.4K ﹤0.01%
+12,000
1055
$72.5K ﹤0.01%
50,000
1056
$72.1K ﹤0.01%
+14,000
1057
$71.9K ﹤0.01%
17,000
1058
$70.5K ﹤0.01%
54,275
-118,549
1059
$68.3K ﹤0.01%
+833
1060
$67.8K ﹤0.01%
21,000
-28,191
1061
$67.4K ﹤0.01%
70,000
1062
$66.9K ﹤0.01%
1,200
1063
$64.8K ﹤0.01%
37,000
1064
$58K ﹤0.01%
17,104
-2,979
1065
$57.8K ﹤0.01%
18,000
+4,000
1066
$51.9K ﹤0.01%
6,410
+1,581
1067
$50K ﹤0.01%
+15,000
1068
$46.6K ﹤0.01%
14,022
+2,441
1069
$44.8K ﹤0.01%
+9,135
1070
$44.6K ﹤0.01%
+10,584
1071
$43.8K ﹤0.01%
12,999
-126,200
1072
$43.5K ﹤0.01%
3,000
1073
$42.6K ﹤0.01%
14,000
1074
$41K ﹤0.01%
+3,200
1075
$39.1K ﹤0.01%
17,843
-3,108
41 42
43
44 45