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
4751
$30K ﹤0.01%
15,678
+2,678
4752
$30K ﹤0.01%
911
+79
4753
$30K ﹤0.01%
+3,605
4754
$30K ﹤0.01%
1,562
+1,279
4755
$29K ﹤0.01%
1,496
+231
4756
$29K ﹤0.01%
843
-385
4757
$29K ﹤0.01%
+943
4758
$29K ﹤0.01%
+1,101
4759
$29K ﹤0.01%
373
+4
4760
$29K ﹤0.01%
+15
4761
$29K ﹤0.01%
1,686
+1
4762
$29K ﹤0.01%
1,660
-454
4763
$29K ﹤0.01%
3,244
-243
4764
$29K ﹤0.01%
1,251
+136
4765
$29K ﹤0.01%
1,018
+955
4766
$29K ﹤0.01%
+1,512
4767
$29K ﹤0.01%
+1,050
4768
$29K ﹤0.01%
5,662
-11,862
4769
$29K ﹤0.01%
5,236
+4,736
4770
$29K ﹤0.01%
1,948
+668
4771
$29K ﹤0.01%
1,439
+1,029
4772
$29K ﹤0.01%
+2,124
4773
$29K ﹤0.01%
1,102
-50
4774
$29K ﹤0.01%
39
+18
4775
$29K ﹤0.01%
895
+88
189 190
191
192 193