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
3576
$181K ﹤0.01%
9,378
+5,205
3577
$180K ﹤0.01%
+4,470
3578
$180K ﹤0.01%
3,403
+1,783
3579
$180K ﹤0.01%
5,213
+4,095
3580
$180K ﹤0.01%
9,321
-23,486
3581
$180K ﹤0.01%
8,000
3582
$179K ﹤0.01%
7,663
+3,551
3583
$179K ﹤0.01%
4,238
+2,038
3584
$179K ﹤0.01%
5,255
-10,178
3585
$178K ﹤0.01%
21,500
-10,495
3586
$178K ﹤0.01%
8,336
+1,524
3587
$178K ﹤0.01%
5,918
-10,266
3588
$178K ﹤0.01%
11,760
-907
3589
$177K ﹤0.01%
13,732
-117,608
3590
$176K ﹤0.01%
6,733
-760
3591
$176K ﹤0.01%
10,574
+773
3592
$176K ﹤0.01%
2,705
-651
3593
$176K ﹤0.01%
8,729
-50,427
3594
$175K ﹤0.01%
1,305
+501
3595
$175K ﹤0.01%
57,437
+37,213
3596
$175K ﹤0.01%
8,525
+1,825
3597
$175K ﹤0.01%
5,364
+1,307
3598
$175K ﹤0.01%
28,525
-49,591
3599
$174K ﹤0.01%
17,000
3600
$174K ﹤0.01%
5,109
-3,087
142 143
144
145 146