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
4851
$26K ﹤0.01%
882
+200
4852
$26K ﹤0.01%
2,594
-451
4853
$26K ﹤0.01%
+962
4854
$26K ﹤0.01%
5,682
-1,244
4855
$26K ﹤0.01%
1,410
-3,211
4856
$25K ﹤0.01%
2,379
-5,429
4857
$25K ﹤0.01%
+1,948
4858
$25K ﹤0.01%
+82
4859
$25K ﹤0.01%
+279
4860
$25K ﹤0.01%
1,536
-7
4861
$25K ﹤0.01%
1,565
+160
4862
$25K ﹤0.01%
+72
4863
$25K ﹤0.01%
10,010
-2,617
4864
$25K ﹤0.01%
18,115
-6,081
4865
$25K ﹤0.01%
3,000
+2,474
4866
$25K ﹤0.01%
+944
4867
$25K ﹤0.01%
2,744
+992
4868
$25K ﹤0.01%
7,551
-6,694
4869
$25K ﹤0.01%
1,150
4870
$25K ﹤0.01%
784
+704
4871
$25K ﹤0.01%
2,429
-3,371
4872
$25K ﹤0.01%
12,870
+10,370
4873
$25K ﹤0.01%
4,000
4874
$25K ﹤0.01%
1,062
4875
$25K ﹤0.01%
5,048
+3,251
193 194
195
196 197