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
3726
$144K ﹤0.01%
2,959
+207
3727
$144K ﹤0.01%
+31,941
3728
$143K ﹤0.01%
3,289
+1,692
3729
$143K ﹤0.01%
16,095
+13,939
3730
$143K ﹤0.01%
10,072
+580
3731
$142K ﹤0.01%
4,900
-405
3732
$142K ﹤0.01%
19,975
+16,271
3733
$142K ﹤0.01%
12,406
-2,483
3734
$142K ﹤0.01%
416
+76
3735
$142K ﹤0.01%
1,956
-1,520
3736
$142K ﹤0.01%
25,161
-34,783
3737
$141K ﹤0.01%
32,949
-32,082
3738
$141K ﹤0.01%
13,174
+3,120
3739
$141K ﹤0.01%
7,715
+3,397
3740
$141K ﹤0.01%
7,003
+1,595
3741
$140K ﹤0.01%
4,208
+1,533
3742
$140K ﹤0.01%
15,046
+4,059
3743
$140K ﹤0.01%
9,736
-783
3744
$140K ﹤0.01%
7,146
+3,556
3745
$140K ﹤0.01%
12,700
-500
3746
$140K ﹤0.01%
7,957
+1,269
3747
$140K ﹤0.01%
6,332
+5,739
3748
$140K ﹤0.01%
14,847
-26,001
3749
$140K ﹤0.01%
13,284
+12,065
3750
$140K ﹤0.01%
70,673
+11,666
148 149
150
151 152