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
4326
$55K ﹤0.01%
1,744
-1,379
4327
$55K ﹤0.01%
4,307
-48,634
4328
$55K ﹤0.01%
4,308
-1,440
4329
$55K ﹤0.01%
2,774
+1,380
4330
$55K ﹤0.01%
2,923
+1,902
4331
$54K ﹤0.01%
10
+1
4332
$54K ﹤0.01%
3,768
+2,326
4333
$54K ﹤0.01%
+97
4334
$54K ﹤0.01%
2,212
+1,453
4335
$54K ﹤0.01%
37,836
+6,892
4336
$54K ﹤0.01%
9,281
-11,028
4337
$54K ﹤0.01%
4,000
+3,000
4338
$54K ﹤0.01%
1,947
+1,656
4339
$54K ﹤0.01%
+11,132
4340
$54K ﹤0.01%
656
+20
4341
$54K ﹤0.01%
431
+104
4342
$53K ﹤0.01%
+1,966
4343
$53K ﹤0.01%
5,084
+568
4344
$53K ﹤0.01%
1,461
+1,281
4345
$53K ﹤0.01%
4,215
+1,000
4346
$53K ﹤0.01%
5,281
+2,431
4347
$53K ﹤0.01%
644
+84
4348
$53K ﹤0.01%
4,090
-1,856
4349
$52K ﹤0.01%
903
+151
4350
$52K ﹤0.01%
642
-694
172 173
174
175 176