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
126
$20.1M 0.17%
383,604
-19,774
127
$20M 0.17%
86,677
+14,101
128
$19.8M 0.17%
113,385
+2,347
129
$19.7M 0.17%
174,950
+145,542
130
$19.5M 0.17%
396,404
+368,314
131
$19.2M 0.17%
145,634
-18,359
132
$18.7M 0.16%
487,308
+11,746
133
$18.6M 0.16%
157,164
+139,311
134
$18.6M 0.16%
109,427
+37,713
135
$18.3M 0.16%
426,061
-2,552
136
$18.2M 0.16%
201,837
+6,282
137
$18M 0.16%
145,000
138
$17.8M 0.15%
80,169
+14,926
139
$17.1M 0.15%
76,240
+2,909
140
$16.9M 0.15%
273,201
-75,201
141
$16.7M 0.14%
35,285
-5,319
142
$16.6M 0.14%
242,280
-126,805
143
$16.5M 0.14%
65,318
+10,229
144
$16M 0.14%
42,918
-1,841
145
$15.9M 0.14%
13,108
+2,913
146
$15.7M 0.14%
279,192
-23,007
147
$15.4M 0.13%
626,479
-99,187
148
$15.3M 0.13%
99,630
-4,724
149
$14.5M 0.13%
83,810
+8,959
150
$14.1M 0.12%
1,503,026
-126,953
4 5
6
7 8