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
$9.25B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,161
New
Increased
Reduced
Closed

Top Buys

1 +$51.7M
2 +$49.5M
3 +$44.8M
4
VZ icon
Verizon
VZ
+$43.3M
5
NVDA icon
NVIDIA
NVDA
+$39.9M

Top Sells

1 +$113M
2 +$107M
3 +$37.7M
4
LOGI icon
Logitech
LOGI
+$37.2M
5
AMAT icon
Applied Materials
AMAT
+$35.2M

Sector Composition

1 Technology 32.11%
2 Healthcare 15.6%
3 Financials 13.12%
4 Industrials 9.2%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
-953
1102
-12,264
1103
-8,000
1104
-9,895
1105
-3,050
1106
-275,328
1107
-40,025
1108
-4,395
1109
-1,980
1110
-10,038
1111
-6,502
1112
-2,600
1113
-10,816
1114
-68,712
1115
-10,000
1116
-150,602
1117
-2,723
1118
-36,912
1119
-250,082
1120
-7,413
1121
-16,763
1122
-14,615
1123
-7,000
1124
-2,833
1125
-19,145