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
$10.8B
AUM Growth
-$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$126M
3
+$27.2M
4
LIN icon
Linde
LIN
+$22.6M
5
NEE icon
NextEra Energy
NEE
+$16.9M

Top Sells

1
+$88.9M
2
+$67.5M
3
+$55.7M
4
TSLA icon
Tesla
TSLA
+$32.3M
5
ACN icon
Accenture
ACN
+$29.5M

Sector Composition

1 Technology 31.6%
2 Healthcare 13.46%
3 Consumer Discretionary 10.92%
4 Industrials 10.51%
5 Financials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-10,000
1102
– –
-47,000
1103
– –
-7,478
1104
– –
-4,373
1105
– –
-7,540
1106
– –
-4,302
1107
– –
-2,722
1108
– –
-44,126
1109
– –
-1,091
1110
– –
-782
1111
– –
-3,146
1112
– –
-5,343
1113
– –
-3,996
1114
– –
-11,028
1115
– –
-8,551
1116
– –
-9,260
1117
– –
-6,742
1118
– –
-55,353
1119
– –
-26,422
1120
– –
-2,670
1121
– –
-2,600
1122
– –
-2,421
1123
– –
-11,685
1124
– –
-3,293
1125
– –
-5,810
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