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
3426
$228K ﹤0.01%
14,586
+14,010
3427
$228K ﹤0.01%
19,510
-21,369
3428
$228K ﹤0.01%
17,222
-31,525
3429
$227K ﹤0.01%
6,833
-33,953
3430
$227K ﹤0.01%
22,581
-8,016
3431
$227K ﹤0.01%
15,370
+8,840
3432
$227K ﹤0.01%
11,417
-4,112
3433
$226K ﹤0.01%
11,655
+11,278
3434
$226K ﹤0.01%
17,397
-1,072
3435
$225K ﹤0.01%
10,153
+6,644
3436
$225K ﹤0.01%
5,267
-4,680
3437
$225K ﹤0.01%
11,199
-2,000
3438
$224K ﹤0.01%
23,091
+22,396
3439
$224K ﹤0.01%
7,638
-2,900
3440
$224K ﹤0.01%
+15,175
3441
$223K ﹤0.01%
6,956
+5,930
3442
$221K ﹤0.01%
14,333
-18,330
3443
$221K ﹤0.01%
4,171
+1,847
3444
$221K ﹤0.01%
7,996
+623
3445
$220K ﹤0.01%
17,630
+14,768
3446
$219K ﹤0.01%
6,878
+3,794
3447
$219K ﹤0.01%
15,433
+8,572
3448
$218K ﹤0.01%
37,618
-301
3449
$218K ﹤0.01%
9,496
+8,684
3450
$217K ﹤0.01%
14,336
+5,966
136 137
138
139 140