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
3126
$374K ﹤0.01%
+12,184
3127
$374K ﹤0.01%
12,549
-52,779
3128
$372K ﹤0.01%
15,152
+7,542
3129
$371K ﹤0.01%
4,492
-2,437
3130
$371K ﹤0.01%
4,894
-10,148
3131
$370K ﹤0.01%
40,984
-1,223
3132
$370K ﹤0.01%
+29,080
3133
$370K ﹤0.01%
+11,834
3134
$369K ﹤0.01%
13,880
+10,455
3135
$369K ﹤0.01%
9,770
-1,527
3136
$368K ﹤0.01%
22,329
-93,144
3137
$368K ﹤0.01%
27,360
+14,773
3138
$367K ﹤0.01%
11,139
-25,025
3139
$367K ﹤0.01%
6,178
+4,476
3140
$366K ﹤0.01%
19,715
-10,611
3141
$366K ﹤0.01%
5,889
-8,431
3142
$365K ﹤0.01%
13,044
+8,795
3143
$365K ﹤0.01%
15,903
+2,215
3144
$364K ﹤0.01%
28,048
+4,349
3145
$363K ﹤0.01%
29,145
+2,731
3146
$362K ﹤0.01%
+19,247
3147
$361K ﹤0.01%
12,316
3148
$360K ﹤0.01%
52,783
-496
3149
$360K ﹤0.01%
9,800
+568
3150
$360K ﹤0.01%
+40,640
124 125
126
127 128