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
4776
$29K ﹤0.01%
283
+99
4777
$29K ﹤0.01%
460
+420
4778
$28K ﹤0.01%
1,725
+1,593
4779
$28K ﹤0.01%
1,160
+800
4780
$28K ﹤0.01%
+2,000
4781
$28K ﹤0.01%
2,607
-513
4782
$28K ﹤0.01%
1,655
-2,491
4783
$28K ﹤0.01%
4,655
-195
4784
$28K ﹤0.01%
+1,322
4785
$28K ﹤0.01%
1
4786
$28K ﹤0.01%
1,072
+90
4787
$28K ﹤0.01%
498
-192
4788
$28K ﹤0.01%
+1,179
4789
$28K ﹤0.01%
858
+634
4790
$28K ﹤0.01%
+2,418
4791
$28K ﹤0.01%
+1,704
4792
$28K ﹤0.01%
3,169
+3,013
4793
$28K ﹤0.01%
+1,519
4794
$28K ﹤0.01%
12,555
+2,400
4795
$28K ﹤0.01%
+1,311
4796
$28K ﹤0.01%
850
+750
4797
$28K ﹤0.01%
1,508
+1,280
4798
$28K ﹤0.01%
858
-200
4799
$28K ﹤0.01%
8,521
-11,583
4800
$28K ﹤0.01%
+674
190 191
192
193 194