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
$11.4B
AUM Growth
+$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$70.2M
2
+$34M
3
+$30.1M
4
TSLA icon
Tesla
TSLA
+$20.7M
5
LIN icon
Linde
LIN
+$19.9M

Top Sells

1
+$53.4M
2
+$52.7M
3
+$45.1M
4
AMZN icon
Amazon
AMZN
+$35.9M
5
NVDA icon
NVIDIA
NVDA
+$34.9M

Sector Composition

1 Technology 33.07%
2 Healthcare 13.24%
3 Industrials 10.86%
4 Financials 10.16%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
– –
-18,807
1152
– –
-18,800
1153
– –
-9,554
1154
– –
-7,956
1155
– –
-12,000
1156
– –
-7,008
1157
– –
-12,150
1158
– –
-7,834
1159
– –
-10,000
1160
– –
-12,129
1161
– –
-13,173
1162
– –
-13,715
1163
– –
-6,143
1164
– –
-3,188
1165
– –
-25,158
1166
– –
-211,803
1167
– –
-70,000
43 44 45 46
47