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
4826
$27K ﹤0.01%
1,351
-7,638
4827
$27K ﹤0.01%
1,165
+343
4828
$27K ﹤0.01%
593
-385
4829
$26K ﹤0.01%
2,936
+609
4830
$26K ﹤0.01%
+2,064
4831
$26K ﹤0.01%
3,914
-249
4832
$26K ﹤0.01%
97
-245
4833
$26K ﹤0.01%
119
-10
4834
$26K ﹤0.01%
1,001
+690
4835
$26K ﹤0.01%
562
+458
4836
$26K ﹤0.01%
+592
4837
$26K ﹤0.01%
3,636
+859
4838
$26K ﹤0.01%
+478
4839
$26K ﹤0.01%
2,333
-3,124
4840
$26K ﹤0.01%
2,015
+1,715
4841
$26K ﹤0.01%
+817
4842
$26K ﹤0.01%
1,828
-123,827
4843
$26K ﹤0.01%
12,953
-1,373
4844
– –
0
4845
$26K ﹤0.01%
+2,199
4846
$26K ﹤0.01%
10,781
-54,243
4847
$26K ﹤0.01%
+9,530
4848
$26K ﹤0.01%
190
-363
4849
$26K ﹤0.01%
10,578
-8,187
4850
$26K ﹤0.01%
+561
192 193
194
195 196