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
3901
$108K ﹤0.01%
4,090
-39,959
3902
$108K ﹤0.01%
1,749
-595
3903
$108K ﹤0.01%
4,165
+3,034
3904
$108K ﹤0.01%
2,339
+19
3905
$108K ﹤0.01%
4,412
+2,413
3906
$108K ﹤0.01%
480
+367
3907
$108K ﹤0.01%
2,196
-57,337
3908
$108K ﹤0.01%
7,500
-2,500
3909
$108K ﹤0.01%
17,028
+1,392
3910
$107K ﹤0.01%
14,781
+11,248
3911
$107K ﹤0.01%
46,230
-4,972
3912
$107K ﹤0.01%
6,471
+6,001
3913
$107K ﹤0.01%
11,722
-453
3914
$107K ﹤0.01%
2,890
-878
3915
$107K ﹤0.01%
2,219
-7,699
3916
$106K ﹤0.01%
1,039
-2,456
3917
$106K ﹤0.01%
1,645
+1
3918
$106K ﹤0.01%
3,465
-2,532
3919
$106K ﹤0.01%
6,593
+3,994
3920
$106K ﹤0.01%
15,022
-89,610
3921
$105K ﹤0.01%
967
-6,815
3922
$105K ﹤0.01%
+3,591
3923
$105K ﹤0.01%
2,921
+1,448
3924
$105K ﹤0.01%
1,825
-313
3925
$105K ﹤0.01%
5,942
-33,593
155 156
157
158 159