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
$9.25B
AUM Growth
-$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$49.5M
3
+$44.8M
4
VZ icon
Verizon
VZ
+$43.3M
5
NVDA icon
NVIDIA
NVDA
+$39.9M

Top Sells

1
+$113M
2
+$107M
3
+$37.7M
4
LOGI icon
Logitech
LOGI
+$37.2M
5
AMAT icon
Applied Materials
AMAT
+$35.2M

Sector Composition

1 Technology 32.11%
2 Healthcare 15.6%
3 Financials 13.12%
4 Industrials 9.2%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.1M 0.13%
221,340
-18,408
152
$12M 0.13%
178,759
-6,635
153
$11.7M 0.13%
63,108
+7,013
154
$11.4M 0.12%
99,058
-572
155
$11.3M 0.12%
396,026
+28,290
156
$11.3M 0.12%
234,811
-44,381
157
$11.1M 0.12%
381,959
+17,720
158
$10.6M 0.11%
109,879
-47,285
159
$10.6M 0.11%
253,500
+97,500
160
$10.5M 0.11%
61,273
+948
161
$10.3M 0.11%
110,469
+55,604
162
$10.3M 0.11%
253,641
+8,595
163
$10.3M 0.11%
80,254
+21,534
164
$10.2M 0.11%
47,351
+12,799
165
$10.1M 0.11%
60,126
+6,005
166
$9.98M 0.11%
40,278
-1,374
167
$9.89M 0.11%
59,491
+7,511
168
$9.88M 0.11%
42,240
+7,058
169
$9.84M 0.11%
82,185
-5,076
170
$9.76M 0.11%
156,284
-9,819
171
$9.65M 0.1%
150,290
-29,270
172
$9.58M 0.1%
67,542
-12,627
173
$9.58M 0.1%
75,974
-2,738
174
$9.56M 0.1%
241,593
-18,118
175
$9.46M 0.1%
138,132
-5,418
5 6
7
8 9