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
1151
-1,123
1152
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1153
-7,500
1154
-25,114
1155
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1156
-8,700
1157
-23,513
1158
-15,000
1159
-15,782
1160
-5,000
1161
-9,401
1162
-260,684
1163
-310,398
1164
-48,425
1165
-8,228
1166
-11,320
1167
-26,000
1168
-3,995
1169
-3,345
1170
-4,749
1171
-3,603
1172
-10,000
1173
-38,381
1174
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1175
-5,802