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
5176
$16K ﹤0.01%
200,048
-86,485
5177
$16K ﹤0.01%
+1,160
5178
$16K ﹤0.01%
338
-759
5179
$16K ﹤0.01%
1,588
+934
5180
$16K ﹤0.01%
668
+444
5181
$16K ﹤0.01%
246
+15
5182
$16K ﹤0.01%
7,759
-107,680
5183
$16K ﹤0.01%
354
-1,830
5184
$16K ﹤0.01%
3,130
+2,081
5185
$15K ﹤0.01%
1,062
-206
5186
$15K ﹤0.01%
+374
5187
$15K ﹤0.01%
5
+1
5188
$15K ﹤0.01%
1,668
+661
5189
$15K ﹤0.01%
+1,101
5190
$15K ﹤0.01%
933
-239
5191
$15K ﹤0.01%
4,968
-1,282
5192
$15K ﹤0.01%
1,041
-5,197
5193
$15K ﹤0.01%
250
-100
5194
$15K ﹤0.01%
875
-485
5195
$15K ﹤0.01%
+2,068
5196
$15K ﹤0.01%
650
-1,164
5197
$15K ﹤0.01%
368
+1
5198
$15K ﹤0.01%
585
+391
5199
$15K ﹤0.01%
535
+133
5200
$15K ﹤0.01%
5,493
-10,616
206 207
208
209 210