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
3951
$100K ﹤0.01%
13,348
-28,640
3952
$99K ﹤0.01%
6,080
+4,840
3953
$99K ﹤0.01%
2,310
-304
3954
$99K ﹤0.01%
2,632
-3,164
3955
$99K ﹤0.01%
6,825
+263
3956
$99K ﹤0.01%
+3,180
3957
$99K ﹤0.01%
+10,319
3958
$99K ﹤0.01%
22,743
-8,661
3959
$99K ﹤0.01%
10,152
-897
3960
$98K ﹤0.01%
5,044
+2,779
3961
$98K ﹤0.01%
14,025
+3,025
3962
$98K ﹤0.01%
+3,628
3963
$98K ﹤0.01%
6,000
-14,784
3964
$98K ﹤0.01%
11,621
+1,143
3965
$98K ﹤0.01%
1,348
-25,564
3966
$97K ﹤0.01%
5,839
+5,696
3967
$97K ﹤0.01%
3,898
-2,756
3968
$97K ﹤0.01%
1,245
+470
3969
$97K ﹤0.01%
6,879
-2,671
3970
$97K ﹤0.01%
61,003
+9,010
3971
$97K ﹤0.01%
1,920
+1,853
3972
$97K ﹤0.01%
7,793
+1,135
3973
$97K ﹤0.01%
2,947
-802
3974
$96K ﹤0.01%
9,400
-1,200
3975
$96K ﹤0.01%
3,284
+794
157 158
159
160 161