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
3776
$135K ﹤0.01%
5,435
+791
3777
$135K ﹤0.01%
7,580
+3,138
3778
$135K ﹤0.01%
3,220
-2,012
3779
$134K ﹤0.01%
4,932
-4,670
3780
$134K ﹤0.01%
1,456
-12,926
3781
$134K ﹤0.01%
8,940
-3,612
3782
$134K ﹤0.01%
1,966
+468
3783
$134K ﹤0.01%
4,935
-1,015
3784
$133K ﹤0.01%
6,084
+5,970
3785
$133K ﹤0.01%
2,888
-8,479
3786
$133K ﹤0.01%
4,930
-43,633
3787
$132K ﹤0.01%
9,305
+420
3788
$132K ﹤0.01%
5,568
+1,325
3789
$132K ﹤0.01%
10,571
-8,816
3790
$131K ﹤0.01%
10,431
+6,608
3791
$131K ﹤0.01%
2,913
+2,451
3792
$131K ﹤0.01%
10,422
-2,382
3793
$131K ﹤0.01%
1,205
-255
3794
$131K ﹤0.01%
164,935
-114,660
3795
$131K ﹤0.01%
17,500
3796
$131K ﹤0.01%
7,378
+1,723
3797
$130K ﹤0.01%
5,737
+679
3798
$130K ﹤0.01%
3,780
-4,299
3799
$129K ﹤0.01%
9,369
+2,273
3800
$129K ﹤0.01%
32,134
+1,609
150 151
152
153 154