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
4576
$37K ﹤0.01%
1,521
-283
4577
$37K ﹤0.01%
13,038
-4,594
4578
$37K ﹤0.01%
874
-693
4579
$37K ﹤0.01%
+2,950
4580
$37K ﹤0.01%
1,458
-4,371
4581
$37K ﹤0.01%
3,200
-63
4582
$37K ﹤0.01%
93
-206
4583
$37K ﹤0.01%
+3,180
4584
$37K ﹤0.01%
4,527
+95
4585
$37K ﹤0.01%
1,911
+727
4586
$37K ﹤0.01%
1,696
+1,327
4587
$37K ﹤0.01%
705
+624
4588
$37K ﹤0.01%
6,337
-304
4589
$37K ﹤0.01%
1,816
+986
4590
$37K ﹤0.01%
+2,262
4591
$37K ﹤0.01%
2,785
-3,397
4592
$37K ﹤0.01%
1,972
-267
4593
$37K ﹤0.01%
947
+336
4594
$37K ﹤0.01%
2,879
+460
4595
$37K ﹤0.01%
413
4596
$37K ﹤0.01%
1,361
+1,234
4597
$36K ﹤0.01%
+3,008
4598
$36K ﹤0.01%
1,370
-1,266
4599
$36K ﹤0.01%
1,116
-1,556
4600
$36K ﹤0.01%
1,581
+569
182 183
184
185 186