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
2826
$582K ﹤0.01%
44,549
+28,572
2827
$581K ﹤0.01%
3,710
+1,200
2828
$580K ﹤0.01%
21,032
+600
2829
$580K ﹤0.01%
28,721
+752
2830
$575K ﹤0.01%
43,369
-10,862
2831
$575K ﹤0.01%
6,928
+853
2832
$574K ﹤0.01%
22,773
-30,834
2833
$573K ﹤0.01%
58,347
+46,051
2834
$573K ﹤0.01%
6,627
-11,470
2835
$572K ﹤0.01%
19,192
2836
$570K ﹤0.01%
41,417
-5,797
2837
$569K ﹤0.01%
44,652
+40,942
2838
$568K ﹤0.01%
10,179
+5,031
2839
$568K ﹤0.01%
45,822
+13,976
2840
$567K ﹤0.01%
33,610
+8,160
2841
$567K ﹤0.01%
8,109
+194
2842
$567K ﹤0.01%
47,265
+45,091
2843
$566K ﹤0.01%
54,387
-4,097
2844
$565K ﹤0.01%
32,995
-2,248
2845
$564K ﹤0.01%
6,639
+3,636
2846
$564K ﹤0.01%
13,189
-4,241
2847
$563K ﹤0.01%
11,437
-20,320
2848
$563K ﹤0.01%
18,475
-28,529
2849
$561K ﹤0.01%
43,490
+7,381
2850
$560K ﹤0.01%
5,707
-16,705
112 113
114
115 116