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
201
$9.38M 0.08%
295,825
-43,285
202
$9.35M 0.08%
27,848
+2,396
203
$9.34M 0.08%
183,940
+12,449
204
$9.06M 0.08%
197,320
-3,636
205
$8.99M 0.08%
151,472
+43,891
206
$8.96M 0.08%
179,560
+8,670
207
$8.95M 0.08%
695,241
-160,004
208
$8.91M 0.08%
49,924
-1,390
209
$8.82M 0.08%
17,548
-4,312
210
$8.7M 0.08%
123,290
+93,990
211
$8.68M 0.08%
951,698
+815,177
212
$8.61M 0.07%
273,500
+55,850
213
$8.48M 0.07%
231,902
+73,096
214
$8.48M 0.07%
70,025
+13,635
215
$8.46M 0.07%
75,504
-799
216
$8.4M 0.07%
39,456
-1,677
217
$8.39M 0.07%
42,677
-13,234
218
$8.39M 0.07%
17,172
+750
219
$8.37M 0.07%
54,865
-276
220
$8.35M 0.07%
32,986
+3,041
221
$8.32M 0.07%
455,877
+426,217
222
$8.28M 0.07%
35,182
-8,314
223
$8.19M 0.07%
150,699
+17,051
224
$8.1M 0.07%
65,125
+1,884
225
$8.08M 0.07%
51,892
+25,758
7 8
9
10 11