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
4476
$43K ﹤0.01%
+818
4477
$43K ﹤0.01%
4,295
+1,003
4478
$43K ﹤0.01%
2,428
-3,692
4479
$43K ﹤0.01%
3,176
+1,664
4480
$43K ﹤0.01%
1,400
4481
$43K ﹤0.01%
1,038
+923
4482
$43K ﹤0.01%
1,690
+890
4483
$43K ﹤0.01%
1,716
+1,416
4484
$42K ﹤0.01%
4,454
-7,125
4485
$42K ﹤0.01%
2,252
+989
4486
$42K ﹤0.01%
3,120
+2,043
4487
$42K ﹤0.01%
719
+88
4488
$42K ﹤0.01%
5,775
+4,768
4489
$42K ﹤0.01%
+2,380
4490
$42K ﹤0.01%
320
-348
4491
$42K ﹤0.01%
1,903
4492
$42K ﹤0.01%
1,653
+523
4493
$42K ﹤0.01%
1,881
-240
4494
$42K ﹤0.01%
1,683
+611
4495
$41K ﹤0.01%
8,000
-2,194
4496
$41K ﹤0.01%
2,209
+1,265
4497
$41K ﹤0.01%
1,591
-716
4498
$41K ﹤0.01%
4,929
-897
4499
$41K ﹤0.01%
8,643
+227
4500
$41K ﹤0.01%
1,722
+492
178 179
180
181 182