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
4876
$25K ﹤0.01%
402
-108
4877
$25K ﹤0.01%
1,521
-1,095
4878
$25K ﹤0.01%
1,858
+334
4879
$25K ﹤0.01%
1,770
+841
4880
$24K ﹤0.01%
4,455
+2,632
4881
$24K ﹤0.01%
+1,234
4882
$24K ﹤0.01%
+4,396
4883
$24K ﹤0.01%
13,464
+7,390
4884
$24K ﹤0.01%
1,084
-67,858
4885
$24K ﹤0.01%
743
-2,026
4886
$24K ﹤0.01%
938
+792
4887
$24K ﹤0.01%
856
-10,981
4888
$24K ﹤0.01%
3,622
+2,808
4889
$24K ﹤0.01%
82
-634
4890
$24K ﹤0.01%
+469
4891
$24K ﹤0.01%
+9,390
4892
$24K ﹤0.01%
500
-77
4893
$24K ﹤0.01%
40
+10
4894
$24K ﹤0.01%
8,122
-494
4895
$24K ﹤0.01%
2,184
+600
4896
$24K ﹤0.01%
14,161
-45,517
4897
$24K ﹤0.01%
+1,187
4898
$24K ﹤0.01%
450
+120
4899
$24K ﹤0.01%
400
-100
4900
$24K ﹤0.01%
888
+208
194 195
196
197 198