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
4726
$31K ﹤0.01%
1,627
+11
4727
$31K ﹤0.01%
+1,301
4728
$30K ﹤0.01%
379
+6
4729
$30K ﹤0.01%
+86
4730
$30K ﹤0.01%
2,121
+1,621
4731
$30K ﹤0.01%
3,530
+3,477
4732
$30K ﹤0.01%
2,155
+430
4733
$30K ﹤0.01%
2,353
+1,515
4734
$30K ﹤0.01%
2,253
+553
4735
$30K ﹤0.01%
596
+313
4736
$30K ﹤0.01%
+959
4737
$30K ﹤0.01%
1,207
+532
4738
$30K ﹤0.01%
2,021
4739
$30K ﹤0.01%
+422
4740
$30K ﹤0.01%
4,924
+2,831
4741
$30K ﹤0.01%
+2,232
4742
$30K ﹤0.01%
1,326
+1,226
4743
$30K ﹤0.01%
683
-647
4744
$30K ﹤0.01%
+2,130
4745
$30K ﹤0.01%
2,888
+2,388
4746
$30K ﹤0.01%
6,000
-17,028
4747
$30K ﹤0.01%
+4,295
4748
$30K ﹤0.01%
2,551
-3,096
4749
$30K ﹤0.01%
2,098
+501
4750
$30K ﹤0.01%
1,241
+3
188 189
190
191 192