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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
DOCSDoximity Inc
Recent Activity
Decreased -43.46%
0.72%
$44.536M
1.022M shares@ $43.57 avg price
XRAYDentsply Sirona Inc
Recent Activity
Increased 7.24%
0.72%
$44.159M
1.632M shares@ $27.06 avg price
EWEdwards Lifesciences Corp
Recent Activity
Increased 557.65%
0.71%
$43.509M
659,334 shares@ $65.99 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -4.97%
0.68%
$42.082M
71,974 shares@ $584.69 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 4.46%
0.67%
$41.272M
237,647 shares@ $173.67 avg price
CCCSCcc Intelligent Solutions Hl
Recent Activity
Increased 2.5%
0.67%
$41.179M
3.727M shares@ $11.06 avg price
VVisa Inc
Recent Activity
Increased 15.97%
0.66%
$40.798M
148,382 shares@ $274.95 avg price
BKDBrookdale Sr Living Inc
Recent Activity
Increased 1.66%
0.63%
$39.031M
5.748M shares@ $6.8 avg price
METMetlife Inc
Recent Activity
Increased 2.41%
0.63%
$38.779M
470,158 shares@ $82.48 avg price
CCitigroup Inc
Recent Activity
Decreased -9.08%
0.63%
$38.587M
616,402 shares@ $62.61 avg price