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
$10.7B
AUM Growth
+$840M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$97.2M
2
+$54.3M
3
+$35.2M
4
DHR icon
Danaher
DHR
+$19.9M
5
AMD icon
Advanced Micro Devices
AMD
+$16M

Top Sells

1
+$58.6M
2
+$46.1M
3
+$44.1M
4
PEP icon
PepsiCo
PEP
+$42.4M
5
PDD icon
Pinduoduo
PDD
+$36.2M

Sector Composition

1 Technology 32.22%
2 Healthcare 14.08%
3 Financials 10.4%
4 Industrials 10.24%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-24,000
1102
– –
-18,485
1103
– –
-5,600
1104
– –
-7,550
1105
– –
-1,335
1106
– –
-6,000
1107
– –
-14,133
1108
– –
-3,053
1109
– –
-6,750
1110
– –
-8,263
1111
– –
-4,358
1112
– –
-45,298
1113
– –
-809
1114
– –
-200,220
1115
– –
-406
1116
– –
-6,600
1117
– –
-134,450
1118
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-1,150
1119
– –
-12,000
1120
– –
-34,174
1121
– –
-9,000
1122
– –
-41,000
1123
– –
-3,800
1124
– –
-33,377
1125
– –
-3,052
43 44
45
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