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
4551
$39K ﹤0.01%
5,000
-23,099
4552
$39K ﹤0.01%
521
-140
4553
$39K ﹤0.01%
785
-385
4554
$39K ﹤0.01%
1,120
+844
4555
$39K ﹤0.01%
2,476
-12,667
4556
$39K ﹤0.01%
5,578
+4,817
4557
$39K ﹤0.01%
1,249
-890
4558
$38K ﹤0.01%
2,119
-481
4559
$38K ﹤0.01%
790
+440
4560
$38K ﹤0.01%
1,760
-5,718
4561
$38K ﹤0.01%
+3,369
4562
$38K ﹤0.01%
751
+681
4563
$38K ﹤0.01%
4,067
+255
4564
$38K ﹤0.01%
740
+690
4565
$38K ﹤0.01%
+1,146
4566
$38K ﹤0.01%
4,823
+3,268
4567
$38K ﹤0.01%
4,126
+3,897
4568
$38K ﹤0.01%
967
+673
4569
$38K ﹤0.01%
5,916
-11,354
4570
$38K ﹤0.01%
15,839
+8,025
4571
$38K ﹤0.01%
1,472
+829
4572
$38K ﹤0.01%
+1,588
4573
$38K ﹤0.01%
1,557
4574
$37K ﹤0.01%
21,040
+4,393
4575
$37K ﹤0.01%
852
+45
181 182
183
184 185