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
4601
$36K ﹤0.01%
4,206
+3,154
4602
$36K ﹤0.01%
2,238
+574
4603
$36K ﹤0.01%
1,510
+1,132
4604
$36K ﹤0.01%
752
+162
4605
$36K ﹤0.01%
4,500
4606
$36K ﹤0.01%
1,874
-3,225
4607
$36K ﹤0.01%
89
+17
4608
$36K ﹤0.01%
407
+59
4609
$36K ﹤0.01%
2,240
-938
4610
$36K ﹤0.01%
4,040
+17
4611
$36K ﹤0.01%
235,232
+45,502
4612
$36K ﹤0.01%
711
+296
4613
$36K ﹤0.01%
1,708
-83
4614
$36K ﹤0.01%
1,095
+39
4615
$36K ﹤0.01%
687
-1,250
4616
$36K ﹤0.01%
716
+10
4617
$35K ﹤0.01%
1,678
+1,218
4618
$35K ﹤0.01%
5,369
-4,148
4619
$35K ﹤0.01%
+73
4620
$35K ﹤0.01%
918
-3,878
4621
$35K ﹤0.01%
1,313
+1,244
4622
$35K ﹤0.01%
+1,725
4623
$35K ﹤0.01%
2,076
-1,514
4624
$35K ﹤0.01%
2,122
+87
4625
$35K ﹤0.01%
19,892
-32,558
183 184
185
186 187