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
-10,003
1104
-2,811
1105
-15,560
1106
-20,000
1107
-11,641
1108
-27,816
1109
-40,659
1110
-15,257
1111
-600,461
1112
-8,440
1113
-6,750
1114
-869
1115
-41,076
1116
-12,286
1117
-8,359
1118
-25,827
1119
-21,382
1120
-12,990
1121
-6,115
1122
-17,770
1123
-6,685
1124
-41,115
1125
-9,655