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
4101
$75K ﹤0.01%
750
4102
$75K ﹤0.01%
3,823
-28,656
4103
$74K ﹤0.01%
5,668
+1,502
4104
$74K ﹤0.01%
4,902
-8,919
4105
$74K ﹤0.01%
6,021
+3,437
4106
$74K ﹤0.01%
6,141
+501
4107
$74K ﹤0.01%
14,986
-2,902
4108
$74K ﹤0.01%
826
-2,485
4109
$74K ﹤0.01%
2,323
-45
4110
$74K ﹤0.01%
435,000
-4
4111
$73K ﹤0.01%
2,644
-887
4112
$73K ﹤0.01%
5,306
+2,306
4113
$73K ﹤0.01%
1,972
-2,424
4114
$73K ﹤0.01%
5,093
+2,871
4115
$73K ﹤0.01%
2,907
+1,293
4116
$73K ﹤0.01%
7,695
+6,898
4117
$73K ﹤0.01%
3,935
+150
4118
$73K ﹤0.01%
402
+322
4119
$73K ﹤0.01%
6,736
+1,615
4120
$73K ﹤0.01%
10,273
+8,773
4121
$73K ﹤0.01%
+1,450
4122
$73K ﹤0.01%
+5,250
4123
$73K ﹤0.01%
+1,722
4124
$72K ﹤0.01%
+2,647
4125
$72K ﹤0.01%
11,540
-22,630
163 164
165
166 167