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
2776
$619K ﹤0.01%
11,995
+628
2777
$619K ﹤0.01%
15,498
-5,756
2778
$619K ﹤0.01%
26,718
-38,902
2779
$619K ﹤0.01%
11,922
+432
2780
$617K ﹤0.01%
21,202
-2,624
2781
$617K ﹤0.01%
62,045
+25,061
2782
$616K ﹤0.01%
14,875
+8,580
2783
$616K ﹤0.01%
34,367
-1,303
2784
$616K ﹤0.01%
39,482
+4,254
2785
$616K ﹤0.01%
23,929
+21,948
2786
$614K ﹤0.01%
46,307
+12,560
2787
$614K ﹤0.01%
24,454
+18,953
2788
$613K ﹤0.01%
56,865
+15,520
2789
$613K ﹤0.01%
45,018
+37,459
2790
$613K ﹤0.01%
+69,152
2791
$612K ﹤0.01%
83,814
+24,001
2792
$610K ﹤0.01%
25,836
-17,474
2793
$610K ﹤0.01%
8,028
-7,587
2794
$610K ﹤0.01%
46,502
+4,579
2795
$610K ﹤0.01%
15,362
-29
2796
$608K ﹤0.01%
16,594
-974
2797
$607K ﹤0.01%
18,385
+1,944
2798
$606K ﹤0.01%
48,813
+6,675
2799
$604K ﹤0.01%
29,762
-32,773
2800
$602K ﹤0.01%
14,937
-16,065
110 111
112
113 114