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
3476
$210K ﹤0.01%
2,535
+1,186
3477
$210K ﹤0.01%
7,325
-190
3478
$209K ﹤0.01%
3,476
+1,185
3479
$209K ﹤0.01%
12,586
-1,203
3480
$209K ﹤0.01%
28,502
+5,320
3481
$208K ﹤0.01%
15
-9
3482
$208K ﹤0.01%
5,357
+2,991
3483
$208K ﹤0.01%
24,424
+661
3484
$207K ﹤0.01%
5,196
+1,437
3485
$207K ﹤0.01%
18,552
-11,098
3486
$206K ﹤0.01%
9,648
+6,159
3487
$206K ﹤0.01%
8,416
-5,207
3488
$206K ﹤0.01%
70,111
+24,456
3489
$205K ﹤0.01%
2,801
-816
3490
$205K ﹤0.01%
7,083
-129
3491
$205K ﹤0.01%
20,693
-1,486
3492
$204K ﹤0.01%
16,039
-645
3493
$204K ﹤0.01%
14,343
-10,604
3494
$204K ﹤0.01%
13,714
+9,988
3495
$203K ﹤0.01%
26,395
+14,022
3496
$203K ﹤0.01%
+8,921
3497
$203K ﹤0.01%
4,689
+3,055
3498
$202K ﹤0.01%
14,421
-16,986
3499
$201K ﹤0.01%
6,156
+1,156
3500
$200K ﹤0.01%
6,479
+649
138 139
140
141 142