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
3651
$163K ﹤0.01%
7,161
-45,471
3652
$163K ﹤0.01%
23,750
+3,750
3653
$162K ﹤0.01%
2,209
+641
3654
$162K ﹤0.01%
5,219
+1,180
3655
$162K ﹤0.01%
10,346
+6,489
3656
$162K ﹤0.01%
20,346
-11,623
3657
$162K ﹤0.01%
11,579
+3,052
3658
$162K ﹤0.01%
20,087
+933
3659
$161K ﹤0.01%
4,753
+3,024
3660
$161K ﹤0.01%
6,541
+5,041
3661
$161K ﹤0.01%
1,025
-311
3662
$161K ﹤0.01%
6,291
+6,108
3663
$161K ﹤0.01%
16,476
+11,396
3664
$161K ﹤0.01%
11,703
-1,703
3665
$161K ﹤0.01%
2,080
-292
3666
$161K ﹤0.01%
4,048
+3,123
3667
$159K ﹤0.01%
3,076
-962
3668
$159K ﹤0.01%
+11,854
3669
$159K ﹤0.01%
15,387
-20,709
3670
$159K ﹤0.01%
6,529
-2,675
3671
$159K ﹤0.01%
7,514
+4,106
3672
$159K ﹤0.01%
11,964
+5,549
3673
$158K ﹤0.01%
+136
3674
$158K ﹤0.01%
3,408
-1,922
3675
$158K ﹤0.01%
16,891
+5,323
145 146
147
148 149