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
4701
$32K ﹤0.01%
1,562
+1,287
4702
$32K ﹤0.01%
+1,860
4703
$32K ﹤0.01%
1,930
-570
4704
$32K ﹤0.01%
+314
4705
$32K ﹤0.01%
+9
4706
$32K ﹤0.01%
4,372
+3,646
4707
$32K ﹤0.01%
1,308
-18
4708
$32K ﹤0.01%
3,768
+1,881
4709
$32K ﹤0.01%
1,654
+1,649
4710
$32K ﹤0.01%
900
-469
4711
$32K ﹤0.01%
3,239
+1,411
4712
$32K ﹤0.01%
1,914
-66
4713
$31K ﹤0.01%
2,517
+1,522
4714
$31K ﹤0.01%
3,122
-534
4715
$31K ﹤0.01%
1,647
+1,147
4716
$31K ﹤0.01%
2,718
-197
4717
$31K ﹤0.01%
5,922
+2,472
4718
$31K ﹤0.01%
16,266
-644
4719
$31K ﹤0.01%
3,885
+885
4720
$31K ﹤0.01%
2,810
+1,098
4721
$31K ﹤0.01%
+1,122
4722
$31K ﹤0.01%
364
+164
4723
$31K ﹤0.01%
2,347
+712
4724
$31K ﹤0.01%
1,396
-6,008
4725
$31K ﹤0.01%
2,147
-267
187 188
189
190 191