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
$11.3B
AUM Growth
-$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$73.1M
3
+$64.6M
4
VZ icon
Verizon
VZ
+$57.3M
5
AMD icon
Advanced Micro Devices
AMD
+$50.5M

Top Sells

1
+$90.5M
2
+$85.5M
3
+$72.5M
4
ADBE icon
Adobe
ADBE
+$63.9M
5
NVDA icon
NVIDIA
NVDA
+$30.3M

Sector Composition

1 Technology 32.23%
2 Consumer Discretionary 13.67%
3 Healthcare 11.93%
4 Financials 11.9%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$93K ﹤0.01%
+2,062
1102
$92K ﹤0.01%
378
+78
1103
$91K ﹤0.01%
5,750
+500
1104
$91K ﹤0.01%
684
1105
$91K ﹤0.01%
1,500
1106
$90K ﹤0.01%
3,200
1107
$87K ﹤0.01%
10,000
1108
$87K ﹤0.01%
1,217
-214
1109
$86K ﹤0.01%
+10,980
1110
$85K ﹤0.01%
+652
1111
$82K ﹤0.01%
26,843
+9,436
1112
$82K ﹤0.01%
24,995
1113
$81K ﹤0.01%
970
+300
1114
$79K ﹤0.01%
+2,500
1115
$77K ﹤0.01%
1,150
1116
$75K ﹤0.01%
2,000
1117
$72K ﹤0.01%
10,510
1118
$68K ﹤0.01%
75,000
1119
$58K ﹤0.01%
+1,300
1120
$58K ﹤0.01%
800
1121
$57K ﹤0.01%
800
1122
$56K ﹤0.01%
+2,400
1123
$53K ﹤0.01%
50,000
1124
$51K ﹤0.01%
1,200
1125
$50K ﹤0.01%
224
43 44
45
46 47