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
3351
$253K ﹤0.01%
9,577
+4,297
3352
$253K ﹤0.01%
15,403
-5,820
3353
$253K ﹤0.01%
4,961
-1,069
3354
$253K ﹤0.01%
27,839
-20,381
3355
$252K ﹤0.01%
12,636
+9,975
3356
$252K ﹤0.01%
13,976
+2,827
3357
$252K ﹤0.01%
1,783
+1,194
3358
$252K ﹤0.01%
9,409
+115
3359
$252K ﹤0.01%
10,704
+6,442
3360
$251K ﹤0.01%
536
+466
3361
$251K ﹤0.01%
19,097
-25,052
3362
$250K ﹤0.01%
18,431
+11,508
3363
$250K ﹤0.01%
10,037
+6,674
3364
$250K ﹤0.01%
9,999
+9,910
3365
$250K ﹤0.01%
48,594
-9,666
3366
$249K ﹤0.01%
10,888
-3,237
3367
$249K ﹤0.01%
10,016
-10,203
3368
$249K ﹤0.01%
14,444
+13,164
3369
$249K ﹤0.01%
29,174
-10,432
3370
$248K ﹤0.01%
16,786
+8,066
3371
$247K ﹤0.01%
12,352
-20,448
3372
$247K ﹤0.01%
16,260
+4,235
3373
$247K ﹤0.01%
7,717
+3,443
3374
$246K ﹤0.01%
6,235
+2,235
3375
$246K ﹤0.01%
11,704
+5,685
133 134
135
136 137