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
2851
$559K ﹤0.01%
31,504
-43,463
2852
$558K ﹤0.01%
28,093
+175
2853
$557K ﹤0.01%
11,981
-13,883
2854
$557K ﹤0.01%
26,552
-4,732
2855
$557K ﹤0.01%
31,133
-4,541
2856
$557K ﹤0.01%
107,146
-482,107
2857
$557K ﹤0.01%
9,460
-1,506
2858
$556K ﹤0.01%
19,377
+1,397
2859
$555K ﹤0.01%
27,798
+23,138
2860
$553K ﹤0.01%
29,800
+7,296
2861
$553K ﹤0.01%
21,397
+1,565
2862
$551K ﹤0.01%
781
-37
2863
$550K ﹤0.01%
14,841
-3,152
2864
$547K ﹤0.01%
70,043
-14,015
2865
$545K ﹤0.01%
27,920
-14,401
2866
$543K ﹤0.01%
7,853
+4,607
2867
$542K ﹤0.01%
20,020
+2,390
2868
$542K ﹤0.01%
37,297
+34,529
2869
$542K ﹤0.01%
+5,395
2870
$542K ﹤0.01%
55,546
-9,141
2871
$541K ﹤0.01%
21,976
+14,098
2872
$541K ﹤0.01%
16,125
+15,654
2873
$541K ﹤0.01%
53,035
-959
2874
$540K ﹤0.01%
15,435
-2,799
2875
$540K ﹤0.01%
11,186
-9,601
113 114
115
116 117