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
$11.4B
AUM Growth
+$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$73.6M
2
+$38.4M
3
+$32M
4
TSLA icon
Tesla
TSLA
+$27.1M
5
LIN icon
Linde
LIN
+$20.7M

Top Sells

1
+$57.9M
2
+$53M
3
+$45.3M
4
NVDA icon
NVIDIA
NVDA
+$44.5M
5
AMZN icon
Amazon
AMZN
+$41M

Sector Composition

1 Technology 33.07%
2 Healthcare 13.24%
3 Industrials 10.85%
4 Financials 10.16%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-8,464
1102
– –
-30,000
1103
– –
-11,504
1104
– –
-40,483
1105
– –
-7,994
1106
– –
-33,741
1107
– –
-7,986
1108
– –
-8,580
1109
– –
-15,974
1110
– –
-80,529
1111
– –
-2,038
1112
– –
-4,279
1113
– –
-9,061
1114
– –
-23,472
1115
– –
-11,422
1116
– –
-21,000
1117
– –
-13,000
1118
– –
-4,026
1119
– –
-3,972
1120
– –
-8,796
1121
– –
-10,960
1122
– –
-8,240
1123
– –
-14,899
1124
– –
-13,723
1125
– –
-3,973
43 44
45
46 47