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
4276
$59K ﹤0.01%
1,782
-1,346
4277
$59K ﹤0.01%
4,372
+1,976
4278
$58K ﹤0.01%
2,180
+1,348
4279
$58K ﹤0.01%
2,390
+1,323
4280
$58K ﹤0.01%
4,615
-7,230
4281
$58K ﹤0.01%
3,535
+1,443
4282
$58K ﹤0.01%
5,775
4283
$58K ﹤0.01%
2,206
+170
4284
$58K ﹤0.01%
6,179
+2,639
4285
$58K ﹤0.01%
2,880
+2,229
4286
$58K ﹤0.01%
10,848
-17,945
4287
$58K ﹤0.01%
29,771
+13,791
4288
$57K ﹤0.01%
3,362
-282
4289
$57K ﹤0.01%
1,722
+972
4290
$57K ﹤0.01%
1,650
+1,511
4291
$57K ﹤0.01%
7,321
-47,560
4292
$57K ﹤0.01%
+7,458
4293
$57K ﹤0.01%
6,130
+4,758
4294
$57K ﹤0.01%
977
+451
4295
$57K ﹤0.01%
+1,333
4296
$57K ﹤0.01%
229
+227
4297
$57K ﹤0.01%
+2,762
4298
$57K ﹤0.01%
1,350
-8,380
4299
$57K ﹤0.01%
450
+36
4300
$57K ﹤0.01%
621
-419
170 171
172
173 174