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
4901
$24K ﹤0.01%
991
-1,049
4902
$24K ﹤0.01%
2,383
+1,465
4903
$24K ﹤0.01%
+449
4904
$24K ﹤0.01%
10,688
+1,700
4905
$24K ﹤0.01%
1,152
+988
4906
$24K ﹤0.01%
6,092
+5,089
4907
$24K ﹤0.01%
512
+293
4908
$24K ﹤0.01%
1,656
4909
$23K ﹤0.01%
3,716
-1,524
4910
$23K ﹤0.01%
1,180
+971
4911
$23K ﹤0.01%
648
-722
4912
$23K ﹤0.01%
44
-5
4913
$23K ﹤0.01%
286
-885
4914
$23K ﹤0.01%
+2,938
4915
$23K ﹤0.01%
1,000
-50
4916
$23K ﹤0.01%
+1,384
4917
$23K ﹤0.01%
1,395
+873
4918
$23K ﹤0.01%
1,113
-2,266
4919
$23K ﹤0.01%
744
+69
4920
$23K ﹤0.01%
1,003
+903
4921
$23K ﹤0.01%
1,000
-69,860
4922
$23K ﹤0.01%
5,768
-4,983
4923
$23K ﹤0.01%
1,157
+300
4924
$23K ﹤0.01%
30
-24
4925
$23K ﹤0.01%
975
-1,528
195 196
197
198 199