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
2751
$648K ﹤0.01%
10,753
+2,203
2752
$647K ﹤0.01%
37,545
-68,396
2753
$647K ﹤0.01%
24,268
+9,552
2754
$646K ﹤0.01%
+20,489
2755
$642K ﹤0.01%
23,650
-1,000
2756
$642K ﹤0.01%
15,350
+1,900
2757
$640K ﹤0.01%
15,996
-5,707
2758
$640K ﹤0.01%
42,124
+1,717
2759
$640K ﹤0.01%
68,793
+40,444
2760
$639K ﹤0.01%
8,115
-58,553
2761
$638K ﹤0.01%
19,568
+567
2762
$638K ﹤0.01%
50,588
+5,411
2763
$637K ﹤0.01%
58,246
+22,991
2764
$636K ﹤0.01%
21,366
-3,002
2765
$635K ﹤0.01%
49,880
+13,353
2766
$635K ﹤0.01%
35,612
-48,786
2767
$631K ﹤0.01%
74,718
+21,067
2768
$630K ﹤0.01%
81,779
-5,677
2769
$627K ﹤0.01%
40,787
+9,587
2770
$625K ﹤0.01%
86,374
+15,781
2771
$623K ﹤0.01%
42,930
-51,825
2772
$622K ﹤0.01%
9,731
-14,412
2773
$620K ﹤0.01%
12,884
+1,558
2774
$620K ﹤0.01%
3,127
-588
2775
$619K ﹤0.01%
20,306
+15,940
109 110
111
112 113