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
3551
$187K ﹤0.01%
10,361
-3,933
3552
$187K ﹤0.01%
14,476
+2,747
3553
$187K ﹤0.01%
9,965
-16,235
3554
$186K ﹤0.01%
13,106
+1,295
3555
$186K ﹤0.01%
1,812
-12
3556
$185K ﹤0.01%
8,973
+1,473
3557
$185K ﹤0.01%
8,004
-559
3558
$185K ﹤0.01%
3,924
-18,827
3559
$185K ﹤0.01%
23,555
+2,697
3560
$185K ﹤0.01%
29,805
+3,341
3561
$185K ﹤0.01%
45,304
+20,130
3562
$185K ﹤0.01%
6,473
-2,000
3563
$184K ﹤0.01%
4,669
+4,637
3564
$184K ﹤0.01%
6,018
+2,380
3565
$184K ﹤0.01%
4,690
+2,855
3566
$183K ﹤0.01%
25,450
+1,667
3567
$183K ﹤0.01%
11,148
+8,267
3568
$183K ﹤0.01%
14,716
+1,672
3569
$183K ﹤0.01%
16,771
-35,770
3570
$182K ﹤0.01%
163
+57
3571
$181K ﹤0.01%
7,147
-9,506
3572
$181K ﹤0.01%
14,922
+12,117
3573
$181K ﹤0.01%
+10,567
3574
$181K ﹤0.01%
14,787
-5,345
3575
$181K ﹤0.01%
8,825
-4,836
141 142
143
144 145