U

UBS Portfolio holdings

AUM $109B
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1B
AUM Growth
+$7.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,889
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$191M
3
+$149M
4
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$143M
5
SWK icon
Stanley Black & Decker
SWK
+$140M

Top Sells

1
+$301M
2
+$287M
3
+$145M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$126M
5
NVDA icon
NVIDIA
NVDA
+$112M

Sector Composition

1 Energy 12.17%
2 Financials 10.17%
3 Healthcare 8.59%
4 Technology 7.95%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$866K ﹤0.01%
53,175
-12,677
2552
$864K ﹤0.01%
8,247
-7,435
2553
$862K ﹤0.01%
30,260
+4,260
2554
$861K ﹤0.01%
29,714
+4,482
2555
$860K ﹤0.01%
53,821
-37,746
2556
$860K ﹤0.01%
13,838
+914
2557
$859K ﹤0.01%
27,043
-16,245
2558
$859K ﹤0.01%
63,573
+11,584
2559
$859K ﹤0.01%
25,882
+4,503
2560
$858K ﹤0.01%
69,502
-72,314
2561
$858K ﹤0.01%
101,602
+54,191
2562
$857K ﹤0.01%
42,609
-1,419
2563
$856K ﹤0.01%
46,248
+17,645
2564
$856K ﹤0.01%
33,414
+3,466
2565
$854K ﹤0.01%
16,840
+593
2566
$845K ﹤0.01%
63,770
+38,189
2567
$843K ﹤0.01%
69,492
-5,029
2568
$842K ﹤0.01%
21,647
-39,416
2569
$841K ﹤0.01%
915
-128
2570
$840K ﹤0.01%
72,483
-11,022
2571
$839K ﹤0.01%
31,892
-53,488
2572
$835K ﹤0.01%
36,137
-42,659
2573
$835K ﹤0.01%
+19,480
2574
$832K ﹤0.01%
14,756
+4,022
2575
$832K ﹤0.01%
11,937
-4,560
101 102
103
104 105