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
3501
$200K ﹤0.01%
49,471
+54
3502
$200K ﹤0.01%
11,028
+5,712
3503
$200K ﹤0.01%
14,027
+1,051
3504
$199K ﹤0.01%
11,570
+6,229
3505
$199K ﹤0.01%
10,400
-1,610
3506
$199K ﹤0.01%
3,710
+504
3507
$199K ﹤0.01%
3,079
-414
3508
$199K ﹤0.01%
17,682
-19,506
3509
$198K ﹤0.01%
10,288
+2,078
3510
$198K ﹤0.01%
6,743
+5,589
3511
$198K ﹤0.01%
6,816
+545
3512
$198K ﹤0.01%
13,728
+7,491
3513
$198K ﹤0.01%
14,803
+2,697
3514
$197K ﹤0.01%
+12,211
3515
$197K ﹤0.01%
4,941
-1,687
3516
$197K ﹤0.01%
11,300
-28,924
3517
$197K ﹤0.01%
9,290
-1,571
3518
$197K ﹤0.01%
11,698
-4,403
3519
$197K ﹤0.01%
16,037
-963
3520
$196K ﹤0.01%
6,921
-15,841
3521
$196K ﹤0.01%
14,760
+11,935
3522
$196K ﹤0.01%
13,716
+3,423
3523
$196K ﹤0.01%
3,360
-516
3524
$195K ﹤0.01%
8,332
+1,057
3525
$195K ﹤0.01%
27,839
+27,797
139 140
141
142 143