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 7.94%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5026
$20K ﹤0.01%
1,285
-2,690
5027
$20K ﹤0.01%
1,525
-90,775
5028
$20K ﹤0.01%
583
-450
5029
$20K ﹤0.01%
90
-90
5030
$20K ﹤0.01%
1,103
5031
$20K ﹤0.01%
1,518
+593
5032
$20K ﹤0.01%
1,404
-183
5033
$20K ﹤0.01%
+751
5034
$20K ﹤0.01%
1,727
-1,834
5035
$20K ﹤0.01%
1,497
+1,000
5036
$20K ﹤0.01%
6,100
-150
5037
$20K ﹤0.01%
1,055
-637
5038
$20K ﹤0.01%
723
-51
5039
$20K ﹤0.01%
20,153
+16,110
5040
$20K ﹤0.01%
+392
5041
$20K ﹤0.01%
440
5042
$20K ﹤0.01%
+700
5043
$20K ﹤0.01%
+597
5044
$20K ﹤0.01%
677
-129
5045
$19K ﹤0.01%
470
+417
5046
$19K ﹤0.01%
897
-1,595
5047
$19K ﹤0.01%
2,619
+1,050
5048
$19K ﹤0.01%
656
+109
5049
$19K ﹤0.01%
+547
5050
$19K ﹤0.01%
1,175
-1,700
200 201
202
203 204