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
3751
$139K ﹤0.01%
8,266
-3,679
3752
$139K ﹤0.01%
42,573
+17,247
3753
$139K ﹤0.01%
4,551
-4,873
3754
$139K ﹤0.01%
+9,163
3755
$139K ﹤0.01%
1,251
+438
3756
$139K ﹤0.01%
10,080
-744
3757
$139K ﹤0.01%
6,656
+2,108
3758
$138K ﹤0.01%
5,268
-135,309
3759
$138K ﹤0.01%
10,004
+884
3760
$138K ﹤0.01%
15,056
+12,752
3761
$138K ﹤0.01%
10,498
-306
3762
$138K ﹤0.01%
16,465
-6,659
3763
$138K ﹤0.01%
15,054
-278,775
3764
$138K ﹤0.01%
18,731
-11,805
3765
$137K ﹤0.01%
2,750
+1,950
3766
$137K ﹤0.01%
3,494
-15,955
3767
$137K ﹤0.01%
11,681
+7,882
3768
$137K ﹤0.01%
9,890
-17,777
3769
$136K ﹤0.01%
9,450
+822
3770
$136K ﹤0.01%
11,177
-116,675
3771
$136K ﹤0.01%
19,678
+7,976
3772
$136K ﹤0.01%
5,665
+1,510
3773
$136K ﹤0.01%
2,654
+652
3774
$136K ﹤0.01%
2,616
+2,457
3775
$136K ﹤0.01%
11,400
-10,812
149 150
151
152 153