Vontobel Holding

Vontobel Holding Portfolio holdings

AUM $30.3B
1-Year Est. Return 26.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$70.2M
2
+$34M
3
+$30.1M
4
TSLA icon
Tesla
TSLA
+$20.7M
5
LIN icon
Linde
LIN
+$19.9M

Top Sells

1
+$53.4M
2
+$52.7M
3
+$45.1M
4
AMZN icon
Amazon
AMZN
+$35.9M
5
NVDA icon
NVIDIA
NVDA
+$34.9M

Sector Composition

1 Technology 33.07%
2 Healthcare 13.24%
3 Industrials 10.86%
4 Financials 10.16%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$43.8K ﹤0.01%
31,064
-18,149
1077
$42.8K ﹤0.01%
575
+125
1078
$41.6K ﹤0.01%
23,765
1079
$41.1K ﹤0.01%
1,360
1080
$39.7K ﹤0.01%
30,560
-40,000
1081
$39.6K ﹤0.01%
+4,500
1082
$39.1K ﹤0.01%
552
1083
$38.7K ﹤0.01%
+3,000
1084
$34.5K ﹤0.01%
+11,685
1085
$33.2K ﹤0.01%
1,876
1086
$31.9K ﹤0.01%
21,544
+6,605
1087
$31.5K ﹤0.01%
+15,000
1088
$25.1K ﹤0.01%
+10,000
1089
$19.3K ﹤0.01%
+10,000
1090
$17.2K ﹤0.01%
+10,000
1091
$16.2K ﹤0.01%
10,000
1092
– –
-8,464
1093
– –
-30,000
1094
– –
-7,994
1095
– –
-33,741
1096
– –
-7,986
1097
– –
-6,577
1098
– –
-8,998
1099
– –
-4,742
1100
– –
-7,400
42 43
44
45 46