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
$11.3B
AUM Growth
-$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$73.1M
3
+$64.6M
4
VZ icon
Verizon
VZ
+$57.3M
5
AMD icon
Advanced Micro Devices
AMD
+$50.5M

Top Sells

1
+$90.5M
2
+$85.5M
3
+$72.5M
4
ADBE icon
Adobe
ADBE
+$63.9M
5
NVDA icon
NVIDIA
NVDA
+$30.3M

Sector Composition

1 Technology 32.23%
2 Consumer Discretionary 13.67%
3 Healthcare 11.93%
4 Financials 11.9%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$15K ﹤0.01%
+208
1152
$14K ﹤0.01%
500
+199
1153
$14K ﹤0.01%
+64
1154
$11K ﹤0.01%
+100
1155
$8K ﹤0.01%
+230
1156
$7K ﹤0.01%
+180
1157
– –
-11,750
1158
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-4,078
1159
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-58,700
1160
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-7,900
1161
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-34
1162
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-34,437
1163
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-12,900
1164
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-10,000
1165
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1166
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1167
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-9,467
1168
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-27,000
1169
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-13,125
1170
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-2,247
1171
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-54,000
1172
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1173
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-35,350
1174
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-13,902
1175
– –
-2,470
45 46
47
48 49