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
3251
$306K ﹤0.01%
33,500
-10,205
3252
$303K ﹤0.01%
6,998
-7,016
3253
$302K ﹤0.01%
24,178
+10,753
3254
$302K ﹤0.01%
10,882
+10,216
3255
$301K ﹤0.01%
6,331
+2,378
3256
$300K ﹤0.01%
+60,000
3257
$300K ﹤0.01%
21,000
+20,146
3258
$299K ﹤0.01%
19,213
-509
3259
$299K ﹤0.01%
6,007
-1,828
3260
$299K ﹤0.01%
15,807
+10,150
3261
$299K ﹤0.01%
6,040
-1,173
3262
$298K ﹤0.01%
27,166
-16,187
3263
$298K ﹤0.01%
21,434
+19,827
3264
$297K ﹤0.01%
53
-91
3265
$297K ﹤0.01%
3,313
+1,152
3266
$297K ﹤0.01%
15,768
+12,404
3267
$297K ﹤0.01%
4,435
+1,892
3268
$297K ﹤0.01%
5,256
+2,869
3269
$297K ﹤0.01%
523
+310
3270
$297K ﹤0.01%
10,215
-2,351
3271
$297K ﹤0.01%
111,116
+15,977
3272
$295K ﹤0.01%
7,577
-10,872
3273
$295K ﹤0.01%
20,387
-27,031
3274
$295K ﹤0.01%
5,047
-1,032
3275
$294K ﹤0.01%
12,365
-3,064
129 130
131
132 133