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
201
$9.5M 0.09%
80,349
-6,351
202
$9.41M 0.09%
114,011
+5,990
203
$9.31M 0.09%
87,356
-25,525
204
$9.24M 0.09%
28,557
-707
205
$9.14M 0.08%
33,439
-423
206
$9.12M 0.08%
1,008,707
+161,925
207
$9.1M 0.08%
74,064
+3,009
208
$8.98M 0.08%
160,706
+26,882
209
$8.94M 0.08%
199,659
-6,793
210
$8.91M 0.08%
118,694
+22,717
211
$8.84M 0.08%
225,450
+13,725
212
$8.79M 0.08%
261,340
+36,037
213
$8.71M 0.08%
40,546
+10,650
214
$8.57M 0.08%
53,187
+7,624
215
$8.35M 0.08%
71,001
-17,621
216
$8.34M 0.08%
50,281
+3,610
217
$8.34M 0.08%
456,659
+6,000
218
$8.31M 0.08%
43,645
-1,793
219
$8.25M 0.08%
191,604
+7,104
220
$8.16M 0.08%
33,921
+1,341
221
$8.14M 0.08%
+146,975
222
$8.13M 0.08%
84,202
-6,529
223
$8.01M 0.07%
56,197
-8,791
224
$7.92M 0.07%
85,256
+33,683
225
$7.88M 0.07%
320,319
-9,644
7 8
9
10 11