Vontobel Holding

Vontobel Holding Portfolio holdings

AUM $30.3B
1-Year Est. Return 26.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.91B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,157
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$72.2M
3
+$52.2M
4
TJX icon
TJX Companies
TJX
+$45.3M
5
TSLA icon
Tesla
TSLA
+$30.2M

Top Sells

1
+$58.3M
2
+$49.9M
3
+$49.7M
4
UBS icon
UBS Group
UBS
+$32.1M
5
ALC icon
Alcon
ALC
+$29.4M

Sector Composition

1 Technology 29.33%
2 Healthcare 15.2%
3 Financials 11.39%
4 Consumer Discretionary 10.89%
5 Industrials 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
– –
-2,953
1152
– –
-15,904
1153
– –
-16,676
1154
– –
-10,661
1155
– –
-75,460
1156
– –
-85,675
1157
– –
-2,650
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