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
5101
$18K ﹤0.01%
574
-12,446
5102
$18K ﹤0.01%
2,379
+1,041
5103
$18K ﹤0.01%
4,622
-2,374
5104
$18K ﹤0.01%
3,000
-2,000
5105
$18K ﹤0.01%
430
-37
5106
$18K ﹤0.01%
2,278
-1,008
5107
$18K ﹤0.01%
678
-150
5108
$18K ﹤0.01%
+813
5109
$18K ﹤0.01%
800
5110
$18K ﹤0.01%
2,635
+710
5111
$18K ﹤0.01%
8,600
-3,099
5112
$18K ﹤0.01%
964
-589
5113
$18K ﹤0.01%
23,100
+22,171
5114
$18K ﹤0.01%
1,875
-7,310
5115
$18K ﹤0.01%
1,461
-754
5116
$17K ﹤0.01%
+99
5117
$17K ﹤0.01%
736
5118
$17K ﹤0.01%
549
+293
5119
$17K ﹤0.01%
177
-101
5120
$17K ﹤0.01%
+999
5121
$17K ﹤0.01%
1,361
-534
5122
$17K ﹤0.01%
1,354
+226
5123
$17K ﹤0.01%
+1,110
5124
$17K ﹤0.01%
21
+12
5125
$17K ﹤0.01%
1,698
+1,281
203 204
205
206 207