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
$11.6B
AUM Growth
-$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$89.5M
3
+$59.4M
4
UBS icon
UBS Group
UBS
+$44.1M
5
AMD icon
Advanced Micro Devices
AMD
+$41.2M

Top Sells

1
+$161M
2
+$53M
3
+$35.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$35.3M
5
TSM icon
TSMC
TSM
+$34.2M

Sector Composition

1 Technology 34.81%
2 Healthcare 13.29%
3 Financials 13.29%
4 Consumer Discretionary 9.67%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-12,000
1102
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-8,305
1103
– –
-4,391
1104
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-31,807
1105
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-8,112
1106
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-114,256
1107
– –
-21,871
1108
– –
-2,770
1109
– –
-103,645
1110
– –
-8,907
1111
– –
-16,791
1112
– –
-3,901
1113
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-4,279
1114
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-5,600
1115
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-55,417
1116
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-4,408
1117
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-13,315
1118
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-1,560
1119
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-43,263
1120
– –
-12,275
1121
– –
-310
1122
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-980
1123
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-3,130
1124
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-144
1125
– –
-234,247
43 44
45
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