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
4251
$61K ﹤0.01%
4,246
+2,445
4252
$61K ﹤0.01%
1,077
-1,556
4253
$61K ﹤0.01%
+4,141
4254
$61K ﹤0.01%
+425
4255
$61K ﹤0.01%
21,100
4256
$60K ﹤0.01%
+2,302
4257
$60K ﹤0.01%
1,763
+1,643
4258
$60K ﹤0.01%
+2,439
4259
$60K ﹤0.01%
1,975
-1,899
4260
$60K ﹤0.01%
+387
4261
$60K ﹤0.01%
1,655
+1,355
4262
$60K ﹤0.01%
2,487
-17,076
4263
$60K ﹤0.01%
3,000
4264
$60K ﹤0.01%
4,467
+3,367
4265
$60K ﹤0.01%
26,656
4266
$60K ﹤0.01%
4,926
-3,809
4267
$60K ﹤0.01%
10,617
+3,337
4268
$60K ﹤0.01%
6,124
+774
4269
$60K ﹤0.01%
23,526
+6,698
4270
$59K ﹤0.01%
2,992
-2,342
4271
$59K ﹤0.01%
5,860
+1,261
4272
$59K ﹤0.01%
3,767
+767
4273
$59K ﹤0.01%
3,758
-872
4274
$59K ﹤0.01%
+7,900
4275
$59K ﹤0.01%
2,864
+864
169 170
171
172 173