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
3401
$236K ﹤0.01%
+10
3402
$236K ﹤0.01%
20,270
-12,002
3403
$236K ﹤0.01%
1
-1
3404
$236K ﹤0.01%
17,415
+4,553
3405
$235K ﹤0.01%
15,263
+1,079
3406
$235K ﹤0.01%
1,457
-13
3407
$234K ﹤0.01%
6,971
-3,504
3408
$234K ﹤0.01%
3,936
+1,729
3409
$234K ﹤0.01%
53
-11
3410
$234K ﹤0.01%
10,478
-5,493
3411
$232K ﹤0.01%
67,383
-2,242
3412
$232K ﹤0.01%
17,145
+16,289
3413
$232K ﹤0.01%
24,353
-19,385
3414
$232K ﹤0.01%
19,958
-5,015
3415
$232K ﹤0.01%
8,941
-5,737
3416
$232K ﹤0.01%
6,056
-1,650
3417
$232K ﹤0.01%
6,951
+5,370
3418
$231K ﹤0.01%
34,880
+34,743
3419
$231K ﹤0.01%
14,329
+11,373
3420
$231K ﹤0.01%
+1,360
3421
$231K ﹤0.01%
30,881
-477
3422
$231K ﹤0.01%
23,103
+2,007
3423
$230K ﹤0.01%
11,212
-6,688
3424
$230K ﹤0.01%
5,041
-845
3425
$229K ﹤0.01%
32,161
+30,924
135 136
137
138 139