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 7.94%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4801
$28K ﹤0.01%
+1,311
4802
$28K ﹤0.01%
850
+750
4803
$28K ﹤0.01%
3,200
-5,000
4804
$28K ﹤0.01%
858
+252
4805
$28K ﹤0.01%
20,000
-3,856
4806
$28K ﹤0.01%
1,507
-1,583
4807
$28K ﹤0.01%
+794
4808
$27K ﹤0.01%
2,799
-2,636
4809
$27K ﹤0.01%
1,368
+823
4810
$27K ﹤0.01%
1,331
-2,080
4811
$27K ﹤0.01%
+466
4812
$27K ﹤0.01%
2,200
-512
4813
$27K ﹤0.01%
874
-294
4814
$27K ﹤0.01%
3,701
+3,619
4815
$27K ﹤0.01%
1,351
-7,638
4816
$27K ﹤0.01%
1,165
+343
4817
$27K ﹤0.01%
593
-385
4818
$27K ﹤0.01%
2,232
+153
4819
$27K ﹤0.01%
+3,372
4820
$27K ﹤0.01%
750
-422
4821
$27K ﹤0.01%
10
+6
4822
$27K ﹤0.01%
36,882
+3,746
4823
$27K ﹤0.01%
1,677
-1,260
4824
$27K ﹤0.01%
4,573
-13,151
4825
$27K ﹤0.01%
1,611
-1,848
191 192
193
194 195