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
3326
$265K ﹤0.01%
6,975
-2,173
3327
$264K ﹤0.01%
12,262
+10,600
3328
$264K ﹤0.01%
8,247
+7,657
3329
$264K ﹤0.01%
12,887
+5,054
3330
$263K ﹤0.01%
7,826
-9,647
3331
$263K ﹤0.01%
9,122
+6,686
3332
$262K ﹤0.01%
23,304
-11,696
3333
$262K ﹤0.01%
20,936
-186,742
3334
$261K ﹤0.01%
20,056
+1,252
3335
$261K ﹤0.01%
24,742
+2,534
3336
$261K ﹤0.01%
8,672
-807
3337
$260K ﹤0.01%
11,999
-377
3338
$260K ﹤0.01%
8,112
+5,924
3339
$259K ﹤0.01%
162,842
-45,712
3340
$259K ﹤0.01%
10,882
-771
3341
$259K ﹤0.01%
6,699
+5,583
3342
$258K ﹤0.01%
18,121
-3,938
3343
$258K ﹤0.01%
11,979
-830
3344
$257K ﹤0.01%
13,368
-365
3345
$257K ﹤0.01%
4,966
-1,045
3346
$257K ﹤0.01%
19,730
-240
3347
$256K ﹤0.01%
20,556
+2,975
3348
$255K ﹤0.01%
4,618
-1,263
3349
$255K ﹤0.01%
12,123
-365
3350
$255K ﹤0.01%
8,042
+7,702
132 133
134
135 136