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
4926
$23K ﹤0.01%
239
+144
4927
$23K ﹤0.01%
1,531
+531
4928
$23K ﹤0.01%
1,499
+919
4929
$23K ﹤0.01%
+1,768
4930
$23K ﹤0.01%
1,496
+710
4931
$23K ﹤0.01%
2,976
-2,487
4932
$23K ﹤0.01%
12,625
-3,030
4933
$23K ﹤0.01%
+24,038
4934
$23K ﹤0.01%
+1,152
4935
$23K ﹤0.01%
102
-95
4936
$23K ﹤0.01%
3,000
+2,052
4937
$23K ﹤0.01%
1,601
4938
$23K ﹤0.01%
2,700
+300
4939
$23K ﹤0.01%
3,511
-5,237
4940
$23K ﹤0.01%
128
+61
4941
$23K ﹤0.01%
610
-847
4942
$23K ﹤0.01%
470
-28
4943
$23K ﹤0.01%
8,361
-6,243
4944
$22K ﹤0.01%
49
4945
$22K ﹤0.01%
4,140
-2,560
4946
$22K ﹤0.01%
+1,520
4947
$22K ﹤0.01%
518
-681
4948
$22K ﹤0.01%
2,520
+1,044
4949
$22K ﹤0.01%
+3,014
4950
$22K ﹤0.01%
2,837
+1,837
196 197
198
199 200