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
4226
$63K ﹤0.01%
3,977
+3,771
4227
$63K ﹤0.01%
3,220
-40,731
4228
$63K ﹤0.01%
974
-248
4229
$63K ﹤0.01%
1,344
-911
4230
$62K ﹤0.01%
3,813
+3,609
4231
$62K ﹤0.01%
2,579
+1,179
4232
$62K ﹤0.01%
909
-3,022
4233
$62K ﹤0.01%
2,752
-2,074
4234
$62K ﹤0.01%
10,860
+7,080
4235
$62K ﹤0.01%
+6,440
4236
$62K ﹤0.01%
883
-198
4237
$62K ﹤0.01%
3,116
-685
4238
$62K ﹤0.01%
967
+717
4239
$62K ﹤0.01%
4,749
+2,143
4240
$62K ﹤0.01%
4,501
+925
4241
$62K ﹤0.01%
1,323
+637
4242
$62K ﹤0.01%
5,608
+3,065
4243
$62K ﹤0.01%
307
+298
4244
$61K ﹤0.01%
2,256
+728
4245
$61K ﹤0.01%
4,000
4246
$61K ﹤0.01%
5,899
+760
4247
$61K ﹤0.01%
2,448
+2,287
4248
$61K ﹤0.01%
3,411
+1,451
4249
$61K ﹤0.01%
1,188
4250
$61K ﹤0.01%
539
+66
168 169
170
171 172