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
1076
$38.1K ﹤0.01%
13,915
+605
1077
$38.1K ﹤0.01%
+322
1078
$37.7K ﹤0.01%
1,500
1079
$35.9K ﹤0.01%
+107,117
1080
$35.6K ﹤0.01%
31,534
+18,136
1081
$33.9K ﹤0.01%
34,401
-42,213
1082
$33.5K ﹤0.01%
+10,000
1083
$31.8K ﹤0.01%
30,268
+17,040
1084
$30.1K ﹤0.01%
+400
1085
$23.8K ﹤0.01%
850
1086
$22K ﹤0.01%
40,560
+10,000
1087
$19.8K ﹤0.01%
10,000
1088
$19.7K ﹤0.01%
2,778
1089
$18.1K ﹤0.01%
23,926
-2,730
1090
$17K ﹤0.01%
189
-33
1091
$16.1K ﹤0.01%
1,360
1092
$15.8K ﹤0.01%
+350
1093
$15.5K ﹤0.01%
10,000
1094
$14.7K ﹤0.01%
+10,000
1095
$13.9K ﹤0.01%
+333
1096
$12.8K ﹤0.01%
1,704
-60
1097
$8.89K ﹤0.01%
+780
1098
$7.01K ﹤0.01%
+600
1099
$4.1K ﹤0.01%
10,000
1100
$2.91K ﹤0.01%
20,000
42 43
44
45 46