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
3826
$123K ﹤0.01%
3,814
-724
3827
$123K ﹤0.01%
541
-100
3828
$123K ﹤0.01%
3,838
+3,338
3829
$123K ﹤0.01%
9,624
+8,974
3830
$123K ﹤0.01%
7,789
+25
3831
$123K ﹤0.01%
4,485
+1,248
3832
$123K ﹤0.01%
7,157
-10,622
3833
$123K ﹤0.01%
4,970
-11,041
3834
$123K ﹤0.01%
30,054
-12,782
3835
$122K ﹤0.01%
5,022
+4,287
3836
$122K ﹤0.01%
9,700
+1,534
3837
$122K ﹤0.01%
5,042
+2,935
3838
$122K ﹤0.01%
2,586
3839
$122K ﹤0.01%
40,856
-118,143
3840
$122K ﹤0.01%
4,050
-164
3841
$122K ﹤0.01%
7,900
+4,066
3842
$121K ﹤0.01%
12,876
+10,000
3843
$121K ﹤0.01%
4,138
-796
3844
$121K ﹤0.01%
7,299
-13,411
3845
$121K ﹤0.01%
8,764
+5,588
3846
$121K ﹤0.01%
7,464
-887
3847
$120K ﹤0.01%
2,449
+1,225
3848
$120K ﹤0.01%
10,737
+1,000
3849
$119K ﹤0.01%
11,456
+10,986
3850
$119K ﹤0.01%
+7,361
152 153
154
155 156