Vontobel Holding Portfolio holdings
AUM
$30.4B
This Quarter Return
+6.49%
1 Year Return
+19.34%
3 Year Return
+89.17%
5 Year Return
–
10 Year Return
–
AUM
$31B
AUM Growth
+$31B
(+0.6%)
Cap. Flow
-$1.32B
Cap. Flow
% of AUM
-4.25%
Top 10 Holdings %
Top 10 Hldgs %
32.38%
Holding
1,140
New
72
Increased
400
Reduced
508
Closed
64
Top Buys
| 1 |
Broadcom
AVGO
|
$112M |
| 2 |
Idexx Laboratories
IDXX
|
$108M |
| 3 |
Brown-Forman Class B
BF.B
|
$72.5M |
| 4 |
SW
Smurfit Westrock plc
SW
|
$62.8M |
| 5 |
Nike
NKE
|
$61.8M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$227M |
| 2 |
Boston Scientific
BSX
|
$212M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$181M |
| 4 |
Visa
V
|
$158M |
| 5 |
Coca-Cola
KO
|
$125M |
Sector Composition
| 1 | Technology | 26.74% |
| 2 | Healthcare | 15.98% |
| 3 | Financials | 12.95% |
| 4 | Consumer Discretionary | 12.46% |
| 5 | Consumer Staples | 8.97% |
