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
3151
$359K ﹤0.01%
7,013
+1,260
3152
$359K ﹤0.01%
15,525
-2,420
3153
$358K ﹤0.01%
5,277
-197
3154
$358K ﹤0.01%
9,739
+5,102
3155
$358K ﹤0.01%
883
+736
3156
$357K ﹤0.01%
23,979
-22,818
3157
$357K ﹤0.01%
18,571
+12,201
3158
$355K ﹤0.01%
12,911
+3,518
3159
$355K ﹤0.01%
102,202
+63,846
3160
$353K ﹤0.01%
6,392
-99
3161
$353K ﹤0.01%
157,100
+33,151
3162
$351K ﹤0.01%
6,315
+1,074
3163
$351K ﹤0.01%
11,081
-15,954
3164
$350K ﹤0.01%
16,591
+9,361
3165
$350K ﹤0.01%
+8,729
3166
$350K ﹤0.01%
49,854
+39,999
3167
$349K ﹤0.01%
8,071
-1,115
3168
$348K ﹤0.01%
8,160
-2
3169
$347K ﹤0.01%
7,542
-99,998
3170
$347K ﹤0.01%
6,237
-1,422
3171
$346K ﹤0.01%
6,262
-6,342
3172
$345K ﹤0.01%
7,671
+2,239
3173
$344K ﹤0.01%
24,634
-208,760
3174
$344K ﹤0.01%
22,875
+2,414
3175
$343K ﹤0.01%
+37,179
125 126
127
128 129