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
$11.9B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1 +$65.9M
2 +$54M
3 +$51.8M
4
TJX icon
TJX Companies
TJX
+$37M
5
VLTO icon
Veralto
VLTO
+$31.1M

Top Sells

1 +$68.2M
2 +$66.7M
3 +$46.5M
4
BMY icon
Bristol-Myers Squibb
BMY
+$45.6M
5
UBS icon
UBS Group
UBS
+$44.4M

Sector Composition

1 Technology 34.13%
2 Healthcare 12.23%
3 Consumer Discretionary 10.73%
4 Industrials 10.68%
5 Financials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
-85,448
1102
-342,699
1103
-2,811
1104
-15,560
1105
-20,000
1106
-11,641
1107
-27,816
1108
-40,659
1109
-15,257
1110
-600,461
1111
-8,440
1112
-6,750
1113
-869
1114
-41,076
1115
-12,286
1116
-8,359
1117
-25,827
1118
-21,382
1119
-12,990
1120
-6,115
1121
-17,770
1122
-6,685
1123
-41,115
1124
-9,655
1125
-77,521