Fund HoldingsVontobel Holding Ltd.

Total Portfolio Value
$11.94B
Total Bought
$1.15B
Total Sold
$986.26M
Net Transaction
+$167.67M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)01,475,904+1,475,9040554,9994.65%+554,999
LOGITECH INTL S A
SHS
03,925,261+3,925,2610372,2213.12%+372,221
APPLIED MATLS INC01,415,867+1,415,8670229,4701.92%+229,470
TESLA INC(TSLA)0462,924+462,9240115,0270.96%+115,027
NVIDIA CORPORATION(NVDA)469,598500,566+30,968204,270247,8902.08%+43,620
TJX COS INC NEW(TJX)0848,968+848,968079,6420.67%+79,642
TAIWAN SEMICONDUCTOR MFG LTD(TSM)03,252,023+3,252,0230338,2102.83%+338,210
VERALTO CORP(VLTO)0377,981+377,981031,0930.26%+31,093
ADVANCED MICRO DEVICES INC(AMD)0471,030+471,030069,4350.58%+69,435
SALESFORCE INC(CRM)245,273288,659+43,38649,73675,9580.64%+26,221
XYLEM INC(XYL)0693,298+693,298079,2860.66%+79,286
ACCENTURE PLC IRELAND
SHS CLASS A
0287,166+287,1660100,7690.84%+100,769
UBS GROUP AG(UBS)11,207,3509,775,364-1,431,986277,804303,3332.54%+25,529
MASTERCARD INCORPORATED(MA)0294,850+294,8500125,7561.05%+125,756
ALPHABET INC(GOOG)764,641837,431+72,790100,818118,0190.99%+17,201
SENTINELONE INC(S)781,7741,061,209+279,43513,18129,1200.24%+15,939
S&P GLOBAL INC(SPGI)0203,024+203,024089,4360.75%+89,436
COCA COLA CO(KO)01,138,461+1,138,461067,0900.56%+67,090
ANSYS INC0166,975+166,975060,5920.51%+60,592
LINDE PLC(LIN)347,075345,523-1,552129,233141,9101.19%+12,676
NXP SEMICONDUCTORS N V
COM
0285,903+285,903065,6660.55%+65,666
INTERNATIONAL BUSINESS MACHS(IBM)0260,070+260,070042,5340.36%+42,534
QUALCOMM INC(QCOM)0285,259+285,259041,2570.35%+41,257
BROADCOM INC(AVGO)041,877+41,877046,7450.39%+46,745
ALCON AG(ALC)04,126,885+4,126,8850322,0612.70%+322,061
SPDR S&P 500 ETF TR(SPY)0253,406+253,4060120,4461.01%+120,446
AMAZON COM INC(AMZN)0588,549+588,549089,4240.75%+89,424
STANTEC INC(STN)0668,325+668,325053,6580.45%+53,658
BLACKROCK INC(BLK)064,530+64,530052,3850.44%+52,385
FERGUSON PLC NEW262,784277,197+14,41343,48853,3070.45%+9,819
ITRON INC(ITRI)0423,719+423,719031,9950.27%+31,995
PAYPAL HLDGS INC(PYPL)01,134,355+1,134,355069,6610.58%+69,661
JOHNSON CTLS INTL PLC
SHS
0639,678+639,678036,8710.31%+36,871
THERMO FISHER SCIENTIFIC INC(TMO)0160,175+160,175085,0190.71%+85,019
KEYSIGHT TECHNOLOGIES INC(KEYS)0433,099+433,099068,9020.58%+68,902
TRANE TECHNOLOGIES PLC(TT)254,652248,978-5,67451,67160,7260.51%+9,054
SMITH A O CORP(AOS)0488,844+488,844040,3000.34%+40,300
COINBASE GLOBAL INC(COIN)118,694101,937-16,7578,91217,7290.15%+8,817
NEXTERA ENERGY INC(NEE)954,9131,045,564+90,65154,70763,5080.53%+8,801
BOOKING HOLDINGS INC(BKNG)010,843+10,843038,4630.32%+38,463
JPMORGAN CHASE & CO(JPM)0338,597+338,597057,5950.48%+57,595
WEST FRASER TIMBER CO LTD(WFG)0504,385+504,385043,1530.36%+43,153
FIRST SOLAR INC(FSLR)0267,154+267,154046,0250.39%+46,025
ROPER TECHNOLOGIES INC(ROP)104,637107,680+3,04350,67458,7040.49%+8,030
SYNOPSYS INC(SNPS)298,009281,048-16,961136,777144,7141.21%+7,937
CATERPILLAR INC(CAT)0114,266+114,266033,7850.28%+33,785
MONDELEZ INTL INC(MDLZ)459,568548,742+89,17431,89439,7450.33%+7,851
VERIZON COMMUNICATIONS INC(VZ)0753,241+753,241028,3970.24%+28,397
OKTA INC(OKTA)195,185259,704+64,51915,91023,5110.20%+7,601
HDFC BANK LTD(HDB)0642,637+642,637043,1270.36%+43,127
EQUINIX INC(EQIX)065,053+65,053052,3930.44%+52,393
CLEAN HARBORS INC(CLH)0312,761+312,761054,5800.46%+54,580
UNION PAC CORP(UNP)0357,045+357,045087,6970.73%+87,697
LAUDER ESTEE COS INC(EL)0301,289+301,289044,0640.37%+44,064
MASTEC INC(MTZ)0518,334+518,334039,2480.33%+39,248
MERCADOLIBRE INC(MELI)113,95096,360-17,590144,475151,4341.27%+6,959
AMGEN INC(AMGN)139,954154,093+14,13937,61444,3820.37%+6,768
UNIVERSAL DISPLAY CORP(OLED)145,611154,902+9,29122,85929,6270.25%+6,767
ECOLAB INC(ECL)0237,636+237,636047,1350.39%+47,135
INTEL CORP(INTC)0698,806+698,806035,1150.29%+35,115
CABOT CORP(CBT)074,824+74,82406,2480.05%+6,248
NIKE INC(NKE)0755,837+755,837082,0610.69%+82,061
ISHARES TR225,773485,591+259,8185,99011,6690.10%+5,679
FORD MTR CO DEL(F)0679,671+679,67108,2850.07%+8,285
HANNON ARMSTRONG SUST INFR C(HASI)0775,197+775,197021,3800.18%+21,380
GRAINGER W W INC(GWW)035,168+35,168029,1430.24%+29,143
LOWES COS INC(LOW)0452,528+452,5280100,7100.84%+100,710
SPDR SER TR
ST STR BLO 1 ETF
61,978118,362+56,3845,66010,8170.09%+5,157
HOME DEPOT INC(HD)0129,082+129,082044,7330.37%+44,733
ADOBE INC(ADBE)216,573193,639-22,934110,431115,5250.97%+5,094
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)095,484+95,484026,0990.22%+26,099
TRIP COM GROUP LTD(TCOM)3,774,7433,802,241+27,498132,003136,9191.15%+4,916
MONOLITHIC PWR SYS INC(MPWR)030,436+30,436019,1980.16%+19,198
LAM RESEARCH CORP(LRCX)035,084+35,084027,4800.23%+27,480
RB GLOBAL INC(RBA)090,299+90,29906,0400.05%+6,040
PARKER-HANNIFIN CORP(PH)022,816+22,816010,5110.09%+10,511
AMERICAN TOWER CORP NEW(AMT)092,604+92,604019,9910.17%+19,991
ELI LILLY & CO(LLY)117,017115,573-1,44462,85367,3700.56%+4,516
CADENCE DESIGN SYSTEM INC(CDNS)029,880+29,88008,1380.07%+8,138
ZSCALER INC(ZS)149,061123,964-25,09723,19227,4650.23%+4,273
BLOCK INC(XYZ)0199,903+199,903015,4620.13%+15,462
ELEVANCE HEALTH INC(ELV)015,168+15,16807,1530.06%+7,153
ISHARES INC0636,184+636,184030,1810.25%+30,181
VANGUARD INTL EQUITY INDEX F0312,662+312,662012,8500.11%+12,850
TETRA TECH INC NEW(TTEK)0275,269+275,269045,9510.38%+45,951
KINROSS GOLD CORP(KGC)01,180,000+1,180,00007,1420.06%+7,142
CROWDSTRIKE HLDGS INC(CRWD)155,493116,721-38,77226,02629,8010.25%+3,775
ZOETIS INC(ZTS)0139,510+139,510027,5350.23%+27,535
BANCO BRADESCO S A03,941,947+3,941,947013,7970.12%+13,797
CITIGROUP INC(C)0368,071+368,071018,9340.16%+18,934
TRAVELERS COMPANIES INC(TRV)085,980+85,980016,3780.14%+16,378
INVESCO QQQ TR071,077+71,077029,1070.24%+29,107
WASTE MGMT INC DEL(WM)0152,938+152,938027,3910.23%+27,391
EDGEWISE THERAPEUTICS INC(EWTX)0327,801+327,80103,5860.03%+3,586
INTUIT(INTU)58,59753,585-5,01229,94033,4920.28%+3,553
ISHARES TR
ESG AWARE MSCI
0800,000+800,000030,4080.25%+30,408
BOSTON SCIENTIFIC CORP(BSX)517,287532,763+15,47627,31330,7990.26%+3,486
DISNEY WALT CO(DIS)0350,881+350,881031,6810.27%+31,681
QUANTA SVCS INC0385,490+385,490083,1890.70%+83,189
WORTHINGTON STL INC(WS)0118,473+118,47303,3290.03%+3,329
Page 1 of 1