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vontobel swiss wealth advisors AG13F | |
| vontobel swiss wealth advisors AG | |
| Last update 2021-07-28 | 80 Stocks (12 new) |
| Value $195.00 Mil | Turnover 10 % |
vontobel swiss wealth advisors... Top Holdings of 2021-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 76,769 | 10,348.0 | +9.03% | 5.320 | +0.44% | 0.000 | -14.48% | -19.41% | 3,007,029.8 | Hardware | |
MSFT | Microsoft Corp | 36,067 | 9,592.0 | -1.27% | 4.930 | -0.06% | 0.000 | +16.79% | +11.34% | 3,474,788.6 | Software | |
AMD | Advanced Micro Devices Inc | 96,366 | 8,875.0 | -14.55% | 4.560 | -0.72% | 0.010 | +13.55% | -4.42% | 187,191.1 | Semiconductors | |
PANW | Palo Alto Networks Inc | 141,972 | 8,612.0 | +7.75% | 4.420 | +0.32% | 0.020 | +6.89% | +8.25% | 131,346.3 | Software | |
V | Visa Inc | 36,394 | 8,340.0 | -26.89% | 4.280 | -1.58% | 0.000 | +4.16% | +16.43% | 702,535.1 | Credit Services | |
BMY | Bristol-Myers Squibb Co | 123,928 | 8,108.0 | +4.72% | 4.170 | +0.19% | 0.010 | -19.11% | -13.50% | 97,419.3 | Drug Manufacturers | |
TMO | Thermo Fisher Scientific Inc | 16,384 | 8,097.0 | +9.97% | 4.160 | +0.38% | 0.000 | -23.99% | -23.41% | 150,284.1 | Medical Diagnostics & Research | |
IQV | IQVIA Holdings Inc | 33,995 | 8,037.0 | +1.42% | 4.130 | +0.06% | 0.020 | -20.86% | -25.15% | 25,446.6 | Medical Diagnostics & Research | |
BLK | BlackRock Inc | 9,221 | 7,904.0 | +4.31% | 4.060 | +0.17% | 0.010 | +2.56% | -3.14% | 152,184.0 | Asset Management | |
LOW | Lowe's Companies Inc | 41,042 | 7,791.0 | -1.18% | 4.000 | -0.05% | 0.010 | -5.60% | -6.66% | 127,866.7 | Retail - Cyclical |
vontobel swiss wealth advisors AG's Historical Top Holdings Breakdowns
vontobel swiss wealth advisors AG Total Holding History ($B)
vontobel swiss wealth advisors AG's Asset Allocation
vontobel swiss wealth advisors AG Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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vontobel swiss wealth advisors AG's Hypothetical Growth since 2021-06-30
vontobel swiss wealth advisors AG's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
vontobel swiss wealth advisors AG's Holdings Heat Map
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vontobel swiss wealth advisors AG's Holdings Bubble Chart
vontobel swiss wealth advisors AG News
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