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CYNTHIA TOBIANO

@Edmond De Rothschild Holding S.a.

Latest period2024 - Q3ReportedManaged Assets$6.213BTotal holdings627
Assets growth rate5.65%Assets growth rate (2-Q avg)1.91%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Edmond De Rothschild Holding S.a.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 627 positions.

Assets under management

The assets under management (AUM) of Edmond De Rothschild Holding S.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.213B in assets, with a quarterly growth rate of 5.65% and a 2-quarter average growth rate of 1.91%. The portfolio is managed by CYNTHIA TOBIANO, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
4435⤦Hubspot Inc
Recent Activity
New Position
0.01%
$301,208
160,000 shares@ $1.89 avg price
EBAYEbay Inc.
Recent Activity
New Position
0.01%
$299,506
4,600 shares@ $65.11 avg price
UHSUniversal Hlth Svcs Inc
Recent Activity
New Position
0.01%
$289,240
1,263 shares@ $229.02 avg price
SYFSynchrony Financial
Recent Activity
New Position
0.01%
$284,715
5,708 shares@ $49.88 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$246,769
4,927 shares@ $50.09 avg price
HPEHewlett Packard Enterprise C
Recent Activity
New Position
0.01%
$136,100
6,652 shares@ $20.47 avg price
ADPVSeries Portfolios Tr
Recent Activity
New Position
0.01%
$105,595
3,305 shares@ $31.96 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.01%
$93,815
2,909 shares@ $32.25 avg price
XLFSelect Sector Spdr Tr
Recent Activity
New Position
0.01%
$77,588
1,712 shares@ $45.33 avg price
MOATVaneck Etf Trust
Recent Activity
New Position
0.01%
$26,855
277 shares@ $96.95 avg price