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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
VLUEIshares Tr
Recent Activity
New Position
0.01%
$25,297
232 shares@ $109.04 avg price
DRSLeonardo Drs Inc
Recent Activity
New Position
0.01%
$21,165
750 shares@ $28.22 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.01%
$21,014
960 shares@ $21.89 avg price
ENLTEnlight Renewable Energy Ltd
Recent Activity
New Position
0.01%
$20,673
1,225 shares@ $16.88 avg price
XLBSelect Sector Spdr Tr
Recent Activity
New Position
0.01%
$16,867
175 shares@ $96.39 avg price
BIRDAllbirds Inc
Recent Activity
New Position
0.01%
$10,620
900 shares@ $11.8 avg price
WCNWaste Connections Inc
Recent Activity
New Position
0.01%
$7,512
42 shares@ $178.86 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
New Position
0.01%
$7,319
1,300 shares@ $5.63 avg price
CVLTCommvault Sys Inc
Recent Activity
New Position
0.01%
$6,923
45 shares@ $153.85 avg price
3896⤦Grayscale Ethereum Mini Tr E
Recent Activity
New Position
0.01%
$2,342
960 shares@ $2.44 avg price