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
$10.8B
AUM Growth
-$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$126M
3
+$27.2M
4
LIN icon
Linde
LIN
+$22.6M
5
NEE icon
NextEra Energy
NEE
+$16.9M

Top Sells

1
+$88.9M
2
+$67.5M
3
+$55.7M
4
TSLA icon
Tesla
TSLA
+$32.3M
5
ACN icon
Accenture
ACN
+$29.5M

Sector Composition

1 Technology 31.6%
2 Healthcare 13.46%
3 Consumer Discretionary 10.92%
4 Industrials 10.51%
5 Financials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.9M 0.15%
195,185
-6,480
152
$15.8M 0.15%
743,829
+1,829
153
$15.4M 0.14%
93,784
+3,988
154
$15.4M 0.14%
127,487
-2,292
155
$15.4M 0.14%
111,922
-19,834
156
$15.4M 0.14%
462,914
-402
157
$15.3M 0.14%
370,808
+3,471
158
$15.2M 0.14%
75,161
-2,281
159
$15.1M 0.14%
327,548
+28,144
160
$15M 0.14%
88,925
-26,433
161
$14.7M 0.14%
334,011
+40,633
162
$14.7M 0.14%
55,644
-9,090
163
$14.4M 0.13%
31,128
+674
164
$14.3M 0.13%
84,052
+25,333
165
$14.1M 0.13%
61,668
-9,194
166
$14.1M 0.13%
117,156
-828
167
$13.8M 0.13%
98,327
+13,308
168
$13.6M 0.13%
1,334,218
-57,602
169
$13.6M 0.13%
780,131
+37,038
170
$13.2M 0.12%
881,769
-628,059
171
$13.2M 0.12%
781,774
-14,201
172
$13.1M 0.12%
117,022
-7,430
173
$12.9M 0.12%
189,458
-13,943
174
$12.8M 0.12%
188,461
+8,528
175
$12.7M 0.12%
43,556
+5,600
5 6
7
8 9