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
3276
$294K ﹤0.01%
1,133
+375
3277
$294K ﹤0.01%
18,725
-848
3278
$293K ﹤0.01%
6,406
+4,605
3279
$292K ﹤0.01%
17,551
+11,615
3280
$291K ﹤0.01%
15,611
-700
3281
$290K ﹤0.01%
7,342
-2,759
3282
– –
0
3283
$290K ﹤0.01%
108,499
+50,148
3284
$290K ﹤0.01%
+12,694
3285
$289K ﹤0.01%
6,050
+2,252
3286
$289K ﹤0.01%
66,935
-12,307
3287
$289K ﹤0.01%
38,041
-2,652
3288
$289K ﹤0.01%
7,987
+586
3289
$289K ﹤0.01%
27,661
-647
3290
$288K ﹤0.01%
4,847
+2,570
3291
$285K ﹤0.01%
9,323
+620
3292
$285K ﹤0.01%
5,296
-2,719
3293
$284K ﹤0.01%
1,773
-1,139
3294
$283K ﹤0.01%
34,414
-2,800
3295
$283K ﹤0.01%
11,498
-31,081
3296
$282K ﹤0.01%
32,555
+7,091
3297
$282K ﹤0.01%
8,776
-1,516
3298
$281K ﹤0.01%
4,616
-886
3299
$281K ﹤0.01%
190,975
+3,174
3300
$280K ﹤0.01%
12,153
+2,167
130 131
132
133 134