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
3926
$104K ﹤0.01%
5,946
+5,642
3927
$104K ﹤0.01%
1,171
+484
3928
$104K ﹤0.01%
4,553
+1,490
3929
$104K ﹤0.01%
4,320
+98
3930
$104K ﹤0.01%
8,729
-16,394
3931
$104K ﹤0.01%
18,227
+5,559
3932
$103K ﹤0.01%
3,176
-10
3933
$103K ﹤0.01%
2,420
+666
3934
$103K ﹤0.01%
398
+301
3935
$102K ﹤0.01%
2,868
+1,543
3936
$102K ﹤0.01%
2,821
+2,427
3937
$102K ﹤0.01%
1,602
-4,463
3938
$102K ﹤0.01%
3,113
-22,747
3939
$102K ﹤0.01%
12,186
-20
3940
$102K ﹤0.01%
3,777
-1,015
3941
$102K ﹤0.01%
6,861
+2,022
3942
$102K ﹤0.01%
321
+18
3943
$101K ﹤0.01%
26,360
+21,305
3944
$100K ﹤0.01%
3,119
-627
3945
$100K ﹤0.01%
7,067
+1,466
3946
$100K ﹤0.01%
13,584
+9,827
3947
$100K ﹤0.01%
1,890
+174
3948
$100K ﹤0.01%
2,250
-71
3949
$100K ﹤0.01%
1,344
-815
3950
$100K ﹤0.01%
55,415
+16,415
156 157
158
159 160