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
2651
$752K ﹤0.01%
18,971
-2,826
2652
$752K ﹤0.01%
18,567
+8,617
2653
$752K ﹤0.01%
783,799
-51,871
2654
$751K ﹤0.01%
27,355
+6,347
2655
$750K ﹤0.01%
20,166
+8,570
2656
$748K ﹤0.01%
12,205
-563
2657
$747K ﹤0.01%
61,950
+18,124
2658
$747K ﹤0.01%
112,092
-26,761
2659
$746K ﹤0.01%
21,125
-20,631
2660
$745K ﹤0.01%
119,824
+9,455
2661
$745K ﹤0.01%
112,640
+16,663
2662
$745K ﹤0.01%
10,503
+8,073
2663
$742K ﹤0.01%
17,403
-7,329
2664
$738K ﹤0.01%
54,414
+26,019
2665
$737K ﹤0.01%
17,550
+4,056
2666
$735K ﹤0.01%
7,798
-4,163
2667
$735K ﹤0.01%
11,163
-510
2668
$735K ﹤0.01%
4,923
+467
2669
$734K ﹤0.01%
24,062
-6,233
2670
$733K ﹤0.01%
1,878
+1,193
2671
$731K ﹤0.01%
72,994
-5,486
2672
$731K ﹤0.01%
38,709
+13,665
2673
$730K ﹤0.01%
15,978
+5,127
2674
$729K ﹤0.01%
232,101
-61,684
2675
$728K ﹤0.01%
43,625
-15,001
105 106
107
108 109