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
4951
$22K ﹤0.01%
+1,377
4952
$22K ﹤0.01%
+873
4953
$22K ﹤0.01%
1,092
-52,544
4954
$22K ﹤0.01%
2,471
+2,441
4955
$22K ﹤0.01%
930
-18,558
4956
$22K ﹤0.01%
2
+1
4957
$22K ﹤0.01%
393
-15
4958
$22K ﹤0.01%
51
+18
4959
$22K ﹤0.01%
1,339
+1,095
4960
$22K ﹤0.01%
12,360
+7,360
4961
$22K ﹤0.01%
+772
4962
$22K ﹤0.01%
1,105
+862
4963
$22K ﹤0.01%
1,784
-2,343
4964
$22K ﹤0.01%
2,240
-741
4965
$22K ﹤0.01%
800
+508
4966
$22K ﹤0.01%
1,129
+600
4967
$22K ﹤0.01%
1,800
-42
4968
$22K ﹤0.01%
1,747
+1,310
4969
$22K ﹤0.01%
2,000
4970
$22K ﹤0.01%
571
+493
4971
$22K ﹤0.01%
2,578
-465
4972
$21K ﹤0.01%
+843
4973
$21K ﹤0.01%
4,564
-9,308
4974
$21K ﹤0.01%
2,846
-1,741
4975
$21K ﹤0.01%
+1,763
197 198
199
200 201