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
5001
$21K ﹤0.01%
9,689
+7,689
5002
$21K ﹤0.01%
2,410
-60,226
5003
$21K ﹤0.01%
+732
5004
$21K ﹤0.01%
430
+26
5005
$21K ﹤0.01%
541
-1,404
5006
$21K ﹤0.01%
1,046
-355
5007
$21K ﹤0.01%
3,852
-1,386
5008
$21K ﹤0.01%
+825
5009
$21K ﹤0.01%
2,843
-19,921
5010
$20K ﹤0.01%
1,173
+464
5011
$20K ﹤0.01%
72
+57
5012
$20K ﹤0.01%
538
-377
5013
$20K ﹤0.01%
241
-157
5014
$20K ﹤0.01%
+450
5015
$20K ﹤0.01%
15,895
+6,095
5016
$20K ﹤0.01%
1,459
+1,093
5017
$20K ﹤0.01%
+2
5018
$20K ﹤0.01%
5
+1
5019
$20K ﹤0.01%
2,285
+1,665
5020
$20K ﹤0.01%
1,384
-3,256
5021
$20K ﹤0.01%
618
+492
5022
$20K ﹤0.01%
5,172
+2,824
5023
$20K ﹤0.01%
1,285
-2,690
5024
$20K ﹤0.01%
1,525
-90,775
5025
$20K ﹤0.01%
583
-450
199 200
201
202 203