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
3201
$325K ﹤0.01%
2,990
-6,968
3202
$324K ﹤0.01%
6,993
-2,886
3203
$324K ﹤0.01%
12,951
-2,679
3204
$323K ﹤0.01%
21,835
+985
3205
$323K ﹤0.01%
39,834
+5,688
3206
$323K ﹤0.01%
6,783
-28,173
3207
$323K ﹤0.01%
24,206
-421
3208
$323K ﹤0.01%
14,624
+10,658
3209
$322K ﹤0.01%
16,900
-1,213
3210
$322K ﹤0.01%
17,900
3211
$320K ﹤0.01%
14,006
-10,507
3212
$320K ﹤0.01%
29,116
+14,852
3213
$320K ﹤0.01%
28,152
-7,491
3214
$319K ﹤0.01%
5,670
-291
3215
$318K ﹤0.01%
26,193
-4,707
3216
$318K ﹤0.01%
32,503
-1,752
3217
$317K ﹤0.01%
6,894
+590
3218
$317K ﹤0.01%
30,262
+5,185
3219
$317K ﹤0.01%
17,870
+449
3220
$317K ﹤0.01%
7,260
+4,501
3221
$316K ﹤0.01%
23,403
-19,946
3222
$316K ﹤0.01%
3,598
-1,887
3223
$316K ﹤0.01%
22,875
+4,190
3224
$315K ﹤0.01%
+10,863
3225
$315K ﹤0.01%
32,207
+4,346
127 128
129
130 131