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
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-30,000
1102
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-11,504
1103
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-40,483
1104
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-7,994
1105
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-33,741
1106
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-7,986
1107
– –
-8,580
1108
– –
-15,974
1109
– –
-80,529
1110
– –
-2,038
1111
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-4,279
1112
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-9,061
1113
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-23,472
1114
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-11,422
1115
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-21,000
1116
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-13,000
1117
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-4,026
1118
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-3,972
1119
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-8,796
1120
– –
-3,917
1121
– –
-11,014
1122
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-13,098
1123
– –
-6,577
1124
– –
-8,998
1125
– –
-14,041
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