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
3876
$114K ﹤0.01%
8,721
-12,233
3877
$114K ﹤0.01%
12,753
+2,753
3878
$114K ﹤0.01%
1,795
-3,080
3879
$114K ﹤0.01%
2,901
-34,449
3880
$114K ﹤0.01%
4,037
-4,689
3881
$114K ﹤0.01%
3,506
+2,206
3882
$114K ﹤0.01%
3,330
+295
3883
$113K ﹤0.01%
5,413
-1,179
3884
$113K ﹤0.01%
10,800
+6,600
3885
$113K ﹤0.01%
5,051
-2,356
3886
$113K ﹤0.01%
3,370
+140
3887
$113K ﹤0.01%
57
+28
3888
$112K ﹤0.01%
6,749
+3,033
3889
$112K ﹤0.01%
117
-164
3890
$111K ﹤0.01%
5,611
-4,185
3891
$110K ﹤0.01%
4,700
-2,730
3892
$110K ﹤0.01%
6,619
+3,805
3893
$110K ﹤0.01%
4,674
+1,874
3894
$110K ﹤0.01%
5,544
-3,216
3895
$110K ﹤0.01%
159,249
+2,623
3896
$110K ﹤0.01%
6,159
+2,551
3897
$109K ﹤0.01%
10,313
+3,053
3898
$109K ﹤0.01%
9,198
+73
3899
$109K ﹤0.01%
2,028
+716
3900
$109K ﹤0.01%
2,207
+14
154 155
156
157 158