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
3976
$96K ﹤0.01%
9,708
+5,720
3977
$96K ﹤0.01%
8,360
+5,936
3978
$96K ﹤0.01%
6,060
-2,122
3979
$95K ﹤0.01%
3,540
-796
3980
$95K ﹤0.01%
3,529
-141,749
3981
$95K ﹤0.01%
1,976
-1,529
3982
$95K ﹤0.01%
7,217
-2,697
3983
$95K ﹤0.01%
2,140
+100
3984
$95K ﹤0.01%
+1,899
3985
$95K ﹤0.01%
6,499
+1,903
3986
$95K ﹤0.01%
15,716
-6,691
3987
$94K ﹤0.01%
4,233
-44,294
3988
$94K ﹤0.01%
6,125
-2,912
3989
$94K ﹤0.01%
2,638
-8,341
3990
$94K ﹤0.01%
100,704
-170,400
3991
$94K ﹤0.01%
6,865
+746
3992
$94K ﹤0.01%
4,006
+3,915
3993
$93K ﹤0.01%
5,329
-1,980
3994
$93K ﹤0.01%
20,208
+17,815
3995
$93K ﹤0.01%
16,347
+8,423
3996
$93K ﹤0.01%
6,549
+2,200
3997
$93K ﹤0.01%
3,230
+2,897
3998
$93K ﹤0.01%
71,438
-25,129
3999
$93K ﹤0.01%
3,528
+1,588
4000
$93K ﹤0.01%
+7,155
158 159
160
161 162