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
3626
$167K ﹤0.01%
2,799
+1,749
3627
$167K ﹤0.01%
3,972
-2,688
3628
$166K ﹤0.01%
1,040
+500
3629
$166K ﹤0.01%
4,666
+8
3630
$166K ﹤0.01%
121
+97
3631
$166K ﹤0.01%
7,669
-4,555
3632
$166K ﹤0.01%
13,849
+292
3633
$166K ﹤0.01%
6,993
-1,075
3634
$166K ﹤0.01%
8,790
-1,842
3635
$166K ﹤0.01%
15,137
-43,645
3636
$166K ﹤0.01%
19,428
+3,328
3637
$165K ﹤0.01%
13,323
+1,584
3638
$165K ﹤0.01%
+3,782
3639
$165K ﹤0.01%
4,233
-1,557
3640
$165K ﹤0.01%
2,946
+2,346
3641
$165K ﹤0.01%
5,618
+4,107
3642
$165K ﹤0.01%
18,137
+11,415
3643
$165K ﹤0.01%
6,371
+5,769
3644
$165K ﹤0.01%
16,699
+1,276
3645
$164K ﹤0.01%
742
-277
3646
$164K ﹤0.01%
2,668
+2,440
3647
$164K ﹤0.01%
13,513
+2,945
3648
$164K ﹤0.01%
9,412
+829
3649
$163K ﹤0.01%
27,503
-5,031
3650
$163K ﹤0.01%
6,253
-2,628
144 145
146
147 148