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
$11.6B
AUM Growth
-$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$89.5M
3
+$59.4M
4
UBS icon
UBS Group
UBS
+$44.1M
5
AMD icon
Advanced Micro Devices
AMD
+$41.2M

Top Sells

1
+$161M
2
+$53M
3
+$35.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$35.3M
5
TSM icon
TSMC
TSM
+$34.2M

Sector Composition

1 Technology 34.81%
2 Healthcare 13.29%
3 Financials 13.29%
4 Consumer Discretionary 9.67%
5 Industrials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.9M 0.22%
486,022
-19,408
102
$25.7M 0.22%
308,702
+84,013
103
$25.6M 0.22%
182,654
+68,575
104
$25.1M 0.22%
316,478
+87,513
105
$24M 0.21%
102,928
+821
106
$24M 0.21%
114,454
+7,325
107
$24M 0.21%
263,223
-26,025
108
$23.6M 0.2%
528,834
-27,882
109
$23.4M 0.2%
306,399
-3,640
110
$23.4M 0.2%
65,358
-4,663
111
$23.3M 0.2%
90,691
-26,006
112
$23M 0.2%
75,031
+14,863
113
$22.7M 0.2%
910,897
+9,053
114
$22.7M 0.2%
142,363
-4,526
115
$22.6M 0.2%
239,668
-1,361
116
$22.6M 0.2%
39,435
+3,580
117
$22.5M 0.19%
254,894
-46,512
118
$22.3M 0.19%
92,131
+800
119
$21.9M 0.19%
180,570
-13,469
120
$21.7M 0.19%
346,468
-36,211
121
$21.2M 0.18%
150,672
-28,375
122
$20.7M 0.18%
727,874
+23,991
123
$20.4M 0.18%
4,837,432
-144,444
124
$20.3M 0.18%
382,504
-4,428
125
$20.2M 0.17%
178,252
+17,631
3 4
5
6 7