VONTOBEL ASSET MANAGEMENT INC

data from 31/03/2024

Capitalization

$ 18.078 B 7.37 %

Average holding period

20 ans

Performance

$ 16.224 B 199 209.14 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in VONTOBEL ASSET MANAGEMENT INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/03/31 MSFT MICROSOFT CORP 8.02% 1.450 B $ 3239587 2017/06/30 161.204 M $ 12.25 %
2024/03/31 AMZN AMAZON COM INC 6.99% 1.264 B $ 6585762 2015/12/31 189.535 M $ 18.12 %
2024/03/31 MA MASTERCARD INCORPORATED 5.10% 921.232 M $ 1802915 2010/03/31 99.788 M $ 11.60 %
2024/03/31 KO COCA COLA CO 5.06% 915.384 M $ 14050874 2012/12/31 25.091 M $ 2.82 %
2024/03/31 CME CME GROUP INC 4.36% 787.783 M $ 3441197 2015/06/30 5.192 M $ 0.64 %
2024/03/31 UNH UNITEDHEALTH GROUP INC 4.25% 769.117 M $ 1459759 2015/09/30 -55.004 M $ -6.62 %
2024/03/31 BSX BOSTON SCIENTIFIC CORP 4.03% 728.450 M $ 9982924 2017/06/30 112.928 M $ 16.89 %
2024/03/31 ABT ABBOTT LABS 4.00% 722.363 M $ 5971126 2014/09/30 12.450 M $ 1.74 %
2024/03/31 MDLZ MONDELEZ INTL INC 3.98% 718.916 M $ 9670506 2018/06/30 -26.391 M $ -3.50 %
2024/03/31 GOOG ALPHABET INC 3.68% 665.096 M $ 4116159 2015/12/31 65.338 M $ 10.51 %
2024/03/31 BDX BECTON DICKINSON & CO 3.31% 598.139 M $ 2278192 2015/09/30 453.199 K $ 0.09 %
2024/03/31 RBA RB GLOBAL INC 2.98% 538.274 M $ 6662538 2023/06/30 65.362 M $ 13.97 %
2024/03/31 ADBE ADOBE INC 2.88% 520.275 M $ 975076 2017/03/31 -74.544 M $ -15.14 %
2024/03/31 V VISA INC 2.62% 472.979 M $ 1596100 2008/12/31 30.314 M $ 6.55 %
2024/03/31 ICE INTERCONTINENTAL EXCHANGE IN 2.59% 468.594 M $ 3260069 2022/03/31 28.536 M $ 6.45 %
2024/03/31 TMO THERMO FISHER SCIENTIFIC INC 2.45% 443.174 M $ 718886 2022/09/30 44.145 M $ 8.38 %
2024/03/31 SNPS SYNOPSYS INC 2.17% 392.912 M $ 649504 2019/12/31 29.252 M $ 11.45 %
2024/03/31 VMC VULCAN MATLS CO 2.02% 365.537 M $ 1256915 2021/09/30 59.651 M $ 17.85 %
2024/03/31 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.97% 355.551 M $ 2397222 2011/06/30 90.949 M $ 33.72 %
2024/03/31 INTU INTUIT 1.89% 341.664 M $ 503275 2022/06/30 7.485 M $ 2.28 %
2024/03/31 CASY CASEYS GEN STORES INC 1.81% 326.850 M $ 981614 2015/06/30 41.281 M $ 14.23 %
2024/03/31 NOW SERVICENOW INC 1.57% 283.510 M $ 351134 2021/03/31 26.425 M $ 8.34 %
2024/03/31 BKNG BOOKING HOLDINGS INC 1.46% 264.194 M $ 68458 2018/03/31 1.524 M $ 0.58 %
2024/03/31 SHW SHERWIN WILLIAMS CO 1.43% 258.200 M $ 698068 2018/03/31 18.798 M $ 7.99 %
2024/03/31 PEP PEPSICO INC 1.39% 250.651 M $ 1366682 2016/06/30 5.150 M $ 1.78 %
2024/03/31 NKE NIKE INC 1.16% 210.074 M $ 2102548 2016/06/30 -22.843 M $ -14.00 %
2024/03/31 PGR PROGRESSIVE CORP 1.15% 208.636 M $ 964252 2021/03/31 54.565 M $ 30.63 %
2024/03/31 KLAC KLA CORP 1.13% 204.524 M $ 285254 2022/09/30 26.869 M $ 21.50 %
2024/03/31 APH AMPHENOL CORP NEW 1.05% 189.306 M $ 1569501 2022/09/30 23.543 M $ 14.49 %
2024/03/31 AMT AMERICAN TOWER CORP NEW 0.90% 162.981 M $ 789121 2014/09/30 -13.267 M $ -10.20 %
2024/03/31 UNP UNION PAC CORP 0.89% 161.069 M $ 626519 2024/03/31 0.000 $ 0.00 %
2024/03/31 SBUX STARBUCKS CORP 0.83% 149.754 M $ 1567361 2024/03/31 0.000 $ 0.00 %
2024/03/31 WMT WALMART INC 0.82% 148.806 M $ 2380979 2022/03/31 29.275 M $ 13.69 %
2024/03/31 CMCSA COMCAST CORP NEW 0.79% 143.066 M $ 3156482 2018/03/31 -6.334 M $ -3.44 %
2024/03/31 GOOGL ALPHABET INC 0.78% 141.821 M $ 896170 2022/09/30 14.287 M $ 10.86 %
2024/03/31 CPRT COPART INC 0.75% 136.351 M $ 2251653 2018/12/31 5.430 M $ 17.79 %
2024/03/31 YUMC YUM CHINA HLDGS INC 0.75% 135.301 M $ 3168519 2018/06/30 -5.985 M $ -4.98 %
2024/03/31 KEYS KEYSIGHT TECHNOLOGIES INC 0.74% 134.603 M $ 828927 2019/12/31 -3.318 M $ -2.49 %
2024/03/31 ZTS ZOETIS INC 0.72% 130.394 M $ 737226 2024/03/31 0.000 $ 0.00 %
2024/03/31 BRK-A BERKSHIRE HATHAWAY INC DEL 0.61% 111.072 M $ 162 2022/09/30 24.771 M $ 15.74 %
2024/03/31 HDB HDFC BANK LTD 0.61% 110.228 M $ 1472494 2004/06/30 -12.581 M $ -11.92 %
2024/03/31 HD HOME DEPOT INC 0.60% 109.112 M $ 272052 2017/03/31 5.868 M $ 5.97 %
2024/03/31 GGG GRACO INC 0.60% 107.563 M $ 1100818 2020/03/31 5.930 M $ 6.07 %
2024/03/31 HSY HERSHEY CO 0.59% 106.380 M $ 522196 2023/09/30 9.251 M $ 6.10 %
2024/03/31 ISRG INTUITIVE SURGICAL INC 0.37% 67.651 M $ 158834 2019/12/31 9.358 M $ 16.14 %
2024/03/31 ACN ACCENTURE PLC IRELAND 0.32% 58.107 M $ 167846 2015/09/30 -1.044 M $ -3.46 %
2024/03/31 FMX FOMENTO ECONOMICO MEXICANO S 0.29% 53.044 M $ 415696 2010/03/31 -253.831 K $ -0.55 %
2024/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.26% 46.796 M $ 113906 2022/09/30 12.257 M $ 18.30 %
2024/03/31 MELI MERCADOLIBRE INC 0.21% 37.709 M $ 25483 2022/03/31 -997.415 K $ -2.80 %
2024/03/31 MTD METTLER TOLEDO INTERNATIONAL 0.17% 31.167 M $ 23411 2022/06/30 3.050 M $ 10.57 %
2024/03/31 NU HLDGS LTD 0.17% 30.291 M $ 2585155 2023/12/31 9.900 M $ 44.36 %
2024/03/31 PDD PDD HOLDINGS INC 0.15% 26.753 M $ 232802 2024/03/31 0.000 $ 0.00 %
2024/03/31 AAPL APPLE INC 0.11% 20.738 M $ 120938 2021/12/31 -3.657 M $ -11.69 %
2024/03/31 AON AON PLC 0.10% 18.691 M $ 56008 2022/09/30 2.375 M $ 13.25 %
2024/03/31 NVDA NVIDIA CORPORATION 0.10% 17.347 M $ 19198 2024/03/31 0.000 $ 0.00 %
2024/03/31 BIDU BAIDU INC 0.08% 13.835 M $ 132953 2024/03/31 0.000 $ 0.00 %
2024/03/31 SLB SCHLUMBERGER LTD 0.04% 7.954 M $ 145114 2023/06/30 815.402 K $ 6.11 %
2024/03/31 SPY SPDR S&P 500 ETF TR 0.04% 6.718 M $ 12843 2023/09/30 601.694 K $ 9.83 %
2024/03/31 QQQM INVESCO EXCH TRADED FD TR II 0.03% 5.444 M $ 29800 2023/09/30 434.186 K $ 8.61 %
2024/03/31 FEZ SPDR INDEX SHS FDS 0.02% 3.090 M $ 58800 2023/09/30 236.195 K $ 10.18 %
2024/03/31 FLGB FRANKLIN TEMPLETON ETF TR 0.02% 2.814 M $ 107700 2023/09/30 96.930 K $ 3.58 %
2024/03/31 FLJP FRANKLIN TEMPLETON ETF TR 0.01% 2.523 M $ 81300 2023/09/30 234.641 K $ 9.19 %
2024/03/31 BIP BROOKFIELD INFRAST PARTNERS 0.00% 767.984 K $ 24607 2024/03/31 0.000 $ 0.00 %
2024/03/31 JNJ JOHNSON & JOHNSON 0.00% 605.551 K $ 3828 2018/06/30 3.959 K $ 0.66 %
2024/03/31 GPC GENUINE PARTS CO 0.00% 552.635 K $ 3567 2020/03/31 59.017 K $ 11.39 %
2024/03/31 MDT MEDTRONIC PLC 0.00% 532.312 K $ 6108 2015/03/31 27.092 K $ 5.63 %
2024/03/31 WFC WELLS FARGO CO NEW 0.00% 442.698 K $ 7638 2021/03/31 74.528 K $ 17.05 %
2024/03/31 TJX TJX COS INC NEW 0.00% 314.199 K $ 3098 2013/03/31 43.898 K $ 6.28 %
2024/03/31 PNC PNC FINL SVCS GROUP INC 0.00% 260.661 K $ 1613 2014/12/31 8.088 K $ 3.29 %
2024/03/31 MTB M & T BK CORP 0.00% 260.483 K $ 1791 2016/06/30 11.629 K $ 4.48 %
2024/03/31 LIN LINDE PLC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2024/03/31 NTES NETEASE INC 0.00% 0.000 $ 0 2013/03/31 0.000 $ 0.00 %
2024/03/31 BABA ALIBABA GROUP HLDG LTD 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %
2024/03/31 CIB BANCOLOMBIA S A 0.00% 0.000 $ 0 2022/03/31 0.000 $ 0.00 %
2024/03/31 HUM HUMANA INC 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2024/03/31 CPNG COUPANG INC 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %