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
4301
$57K ﹤0.01%
3,464
-640
4302
$57K ﹤0.01%
5,596
4303
$57K ﹤0.01%
7,146
+758
4304
$57K ﹤0.01%
1,109
+915
4305
$56K ﹤0.01%
1,324
-26
4306
$56K ﹤0.01%
+9,285
4307
$56K ﹤0.01%
+2,431
4308
$56K ﹤0.01%
5,587
+4,925
4309
$56K ﹤0.01%
1,474
+982
4310
$56K ﹤0.01%
748
+499
4311
$56K ﹤0.01%
480
+66
4312
$56K ﹤0.01%
1,704
-1,122
4313
$56K ﹤0.01%
1,893
+1,633
4314
$56K ﹤0.01%
1,822
-16
4315
$56K ﹤0.01%
1,939
+1,564
4316
$56K ﹤0.01%
2,409
-73
4317
$56K ﹤0.01%
1,395
-2,254
4318
$56K ﹤0.01%
965
+115
4319
$56K ﹤0.01%
6,887
+5,801
4320
$55K ﹤0.01%
3,426
+779
4321
$55K ﹤0.01%
3,867
-5,993
4322
$55K ﹤0.01%
+3,388
4323
$55K ﹤0.01%
519
-2,548
4324
$55K ﹤0.01%
235
+113
4325
$55K ﹤0.01%
3,962
171 172
173
174 175