Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
18
2
2
0
2
0
10
2
0
VONTOBEL SWISS WEALTH ADVISORS AG

Time Period2018-12-31

Total Holdings77

Total Value ($x1000)134,542
Activities
New8

Increased14

Unchanged14

Decreased41

Sold Out17

Top 10 Stock Holdingstotal 43.25%
EZU6.72

FLOT5.5

EWJ5.24

EWL4.84

EWG4.52

 
EWD3.62

DFE3.57

QUAL3.48

FSZ3.32

GILD2.44

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EZU
6.72%
EMU ETF
FLOT
5.5%
FLTG RATE BD ETF
EWJ
5.24%
MSCI JPN ETF NEW
EWL
4.84%
MSCI SZ CAP ETF
EWG
4.52%
MSCI GERMANY ETF
EWD
3.62%
MSCI SWEDEN ETF
DFE
3.57%
EUROPE SMCP DV
QUAL
3.48%
MSCI USA QLT FAC
FSZ
3.32%
SWITZLND ALPHA
GILD
2.44%
COM
T
2.43%
COM
SDY
2.39%
S&P DIVID ETF
SCPB
2.36%
BARC SHT TR CP
MDT
2.33%
SHS
TIP
2.27%
TIPS BD ETF
CSCO
2.26%
COM
PANW
2.23%
COM
HACK
2.23%
PUREFUNDS ISE CY
IQV
2.1%
COM
C
2.05%
COM NEW
NWL
2.03%
COM
BCX
1.94%
SHS
GOOGL
1.89%
CAP STK CL A
WM
1.86%
COM
SBUX
1.54%
COM
INTC
1.49%
COM
IBB
1.47%
NASDQ BIOTEC ETF
CVS
1.47%
COM
SHY
1.33%
1-3 YR TR BD ETF
EEMV
1.22%
EM MK MINVOL ETF
UPS
1.21%
CL B
GLW
1.16%
COM
DIS
1.16%
COM DISNEY
HD
1.08%
COM
PSCT
0.99%
S&P SMLCP INFO
AAPL
0.99%
COM
BAC
0.86%
COM
EWQ
0.62%
MSCI FRANCE ETF
MET
0.57%
COM
DON
0.55%
MIDCAP DIVI FD
GDX
0.48%
GOLD MINERS ETF
RSX
0.48%
RUSSIA ETF
HCN
0.45%
COM
ROBO
0.39%
ROBO STX GLB ETF
AEE
0.38%
COM
JCI
0.37%
SHS
SPY
0.32%
TR UNIT
GLD
0.29%
GOLD SHS
EWU
0.28%
MSCI UK ETF NEW
GMF
0.26%
ASIA PACIF ETF
EWW
0.26%
MSCI MEX CAP ETF
FEZ
0.25%
EURO STOXX 50
ADM
0.24%
COM
IWM
0.23%
RUSSELL 2000 ETF
JPM
0.22%
COM
INDA
0.22%
MSCI INDIA ETF
DGS
0.21%
EMG MKTS SMCAP
ADI
0.21%
COM
BLK
0.2%
COM
EWY
0.2%
MSCI STH KOR ETF
VZ
0.2%
COM
CBRL
0.19%
COM
PZD
0.19%
CLEANTECH ETF
IFF
0.19%
COM
IP
0.19%
COM
EMLC
0.18%
JP MORGAN MKTS
SMEZ
0.18%
EUR STOXX SMCP
KO
0.18%
COM
MO
0.17%
COM
OEF
0.17%
S&P 100 ETF
FLTR
0.17%
INVT GRADE FLTG
LEG
0.16%
COM
EWC
0.16%
MSCI CDA ETF
EMN
0.16%
COM
CTL
0.11%
COM
LFC
0.09%
SPON ADR REP H
F
0.08%
COM PAR $0.01
IYJ
1.91%
U.S. INDS ETF
AMGN
1.27%
COM
WDC
0.95%
COM
LYB
0.29%
SHS - A -
IBM
0.19%
COM
ACN
0.19%
SHS CLASS A
PFE
0.18%
COM
ADP
0.18%
COM
BRK.B
0.17%
CL B NEW
EWZ
0.15%
MSCI BRZ CAP ETF
DFJ
0.15%
JP SMALLCP DIV
EMLC
0.14%
JP MORGAN MKTS
KMI
0.14%
COM
MPC
0.14%
COM
RTN
0.13%
COM NEW
BLOK
0.12%
BLOCKCHAIN LDR
PACW
0.12%
COM