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
3701
$152K ﹤0.01%
15,095
3702
$152K ﹤0.01%
6,925
-17,967
3703
$152K ﹤0.01%
3,582
+2,532
3704
$152K ﹤0.01%
180,803
+11,876
3705
$151K ﹤0.01%
3,975
+2,000
3706
$151K ﹤0.01%
4,973
-30,388
3707
$151K ﹤0.01%
37,857
+28,273
3708
$150K ﹤0.01%
7,942
+2,810
3709
$150K ﹤0.01%
12,063
-7,857
3710
$150K ﹤0.01%
11,178
+10,520
3711
$150K ﹤0.01%
8,958
+2,893
3712
$149K ﹤0.01%
10,953
+7,371
3713
$149K ﹤0.01%
8,060
-88,690
3714
$149K ﹤0.01%
+16,453
3715
$149K ﹤0.01%
13,819
-34,251
3716
$147K ﹤0.01%
16,140
+7,720
3717
$147K ﹤0.01%
5,510
+3,495
3718
$147K ﹤0.01%
1,847
+582
3719
$146K ﹤0.01%
+16,708
3720
$146K ﹤0.01%
+11,769
3721
$145K ﹤0.01%
1,379
+454
3722
$145K ﹤0.01%
605
+221
3723
$145K ﹤0.01%
+7,900
3724
$144K ﹤0.01%
3,363
+84
3725
$144K ﹤0.01%
5,742
-2,665
147 148
149
150 151