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
2701
$695K ﹤0.01%
15,047
+442
2702
$695K ﹤0.01%
48,592
+14,109
2703
$694K ﹤0.01%
128,344
+1,550
2704
$694K ﹤0.01%
1,169
+644
2705
$693K ﹤0.01%
78,267
-171
2706
$692K ﹤0.01%
116,290
-5,260
2707
$691K ﹤0.01%
81,321
-27,083
2708
$688K ﹤0.01%
57,617
-1,962
2709
$688K ﹤0.01%
10,293
-38,970
2710
$687K ﹤0.01%
23,130
+6,085
2711
$687K ﹤0.01%
31,701
-656
2712
$683K ﹤0.01%
1,943
-1,744
2713
$682K ﹤0.01%
24,662
-12,155
2714
$681K ﹤0.01%
22,047
+8,547
2715
$681K ﹤0.01%
400,263
+68,115
2716
$678K ﹤0.01%
8,918
-172
2717
$677K ﹤0.01%
+3,773
2718
$674K ﹤0.01%
13,955
+7,338
2719
$673K ﹤0.01%
58,233
+7,511
2720
$671K ﹤0.01%
16,317
+12,565
2721
$668K ﹤0.01%
17,890
-15,438
2722
$667K ﹤0.01%
18,085
-2,691
2723
$666K ﹤0.01%
27,797
-5,889
2724
$666K ﹤0.01%
58,842
+18,438
2725
$665K ﹤0.01%
28,990
-32,431
107 108
109
110 111