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
4151
$69K ﹤0.01%
5,142
-1,052
4152
$69K ﹤0.01%
2,408
+176
4153
$69K ﹤0.01%
3,500
+2,609
4154
$69K ﹤0.01%
1,920
+491
4155
$69K ﹤0.01%
14,100
+10,625
4156
$69K ﹤0.01%
6,241
+5,331
4157
$69K ﹤0.01%
3,351
+922
4158
$69K ﹤0.01%
6,000
+3,970
4159
$69K ﹤0.01%
1,721
-352
4160
$69K ﹤0.01%
1,923
4161
$69K ﹤0.01%
2,750
-899
4162
$68K ﹤0.01%
11,979
+10,997
4163
$68K ﹤0.01%
2,045
+272
4164
$68K ﹤0.01%
+2,609
4165
$68K ﹤0.01%
12,438
+5,053
4166
$68K ﹤0.01%
3,369
+611
4167
$68K ﹤0.01%
2,471
-1,392
4168
$68K ﹤0.01%
2,212
+1,453
4169
$68K ﹤0.01%
4,400
-2,790
4170
$68K ﹤0.01%
5,038
+4,308
4171
$67K ﹤0.01%
7,684
-1,070
4172
$67K ﹤0.01%
15,245
-377
4173
$67K ﹤0.01%
2,255
-755
4174
$67K ﹤0.01%
8,210
-4,651
4175
$67K ﹤0.01%
3,056
-2,045
165 166
167
168 169