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
4076
$81K ﹤0.01%
6,060
+2,060
4077
$81K ﹤0.01%
665
+71
4078
$80K ﹤0.01%
+2,262
4079
$80K ﹤0.01%
5,046
+4,549
4080
$80K ﹤0.01%
1,613
-6,011
4081
$80K ﹤0.01%
7,065
-7,246
4082
$80K ﹤0.01%
3,658
-7,362
4083
$79K ﹤0.01%
2,942
-2,585
4084
$79K ﹤0.01%
3,368
-880
4085
$79K ﹤0.01%
218
+82
4086
$79K ﹤0.01%
3,383
+3,083
4087
$79K ﹤0.01%
876
+182
4088
$78K ﹤0.01%
3,264
+236
4089
$78K ﹤0.01%
+3,099
4090
$77K ﹤0.01%
4,956
-1,272
4091
$77K ﹤0.01%
3,325
+2,757
4092
$77K ﹤0.01%
5,951
-8,350
4093
$76K ﹤0.01%
3,290
-3,061
4094
$76K ﹤0.01%
+3,527
4095
$76K ﹤0.01%
959
+519
4096
$76K ﹤0.01%
5,889
+2,508
4097
$76K ﹤0.01%
1,203
+1,165
4098
$75K ﹤0.01%
18,000
4099
$75K ﹤0.01%
55,600
+49,740
4100
$75K ﹤0.01%
5,068
-583
162 163
164
165 166