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
4501
$41K ﹤0.01%
1,452
-98
4502
$41K ﹤0.01%
2,742
+2,224
4503
$41K ﹤0.01%
+1,032
4504
$41K ﹤0.01%
1,244
-1
4505
$41K ﹤0.01%
1,211
-1,447
4506
$41K ﹤0.01%
3,644
-4,976
4507
$41K ﹤0.01%
+4,921
4508
$41K ﹤0.01%
+1,086
4509
$41K ﹤0.01%
1,443
+300
4510
$41K ﹤0.01%
1,284
-464
4511
$40K ﹤0.01%
2,605
-30,172
4512
$40K ﹤0.01%
14,530
+5,593
4513
$40K ﹤0.01%
6,862
+424
4514
$40K ﹤0.01%
12,794
-232
4515
$40K ﹤0.01%
938
-2,940
4516
$40K ﹤0.01%
1,488
-2,800
4517
$40K ﹤0.01%
2,120
+1,855
4518
$40K ﹤0.01%
5,069
+1,044
4519
$40K ﹤0.01%
+1,700
4520
$40K ﹤0.01%
53,118
-3,411
4521
$40K ﹤0.01%
1,804
+804
4522
$40K ﹤0.01%
2,158
+658
4523
$40K ﹤0.01%
2,570
+1,943
4524
$40K ﹤0.01%
13,991
+1,322
4525
$40K ﹤0.01%
2,155
-16,297
179 180
181
182 183