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
5351
$12K ﹤0.01%
1,249
-1,055
5352
$12K ﹤0.01%
3,982
+1,894
5353
$12K ﹤0.01%
1,155
+55
5354
$12K ﹤0.01%
514
-208
5355
$12K ﹤0.01%
1,200
5356
$12K ﹤0.01%
2,519
+2,419
5357
$12K ﹤0.01%
869
-1,969
5358
$12K ﹤0.01%
1,036
+3
5359
$12K ﹤0.01%
564
+397
5360
$12K ﹤0.01%
+786
5361
$12K ﹤0.01%
823
-894
5362
$12K ﹤0.01%
1,539
-759
5363
$12K ﹤0.01%
10,000
5364
$12K ﹤0.01%
732
-4,768
5365
$12K ﹤0.01%
110
-409
5366
$12K ﹤0.01%
+257
5367
$11K ﹤0.01%
+8,457
5368
$11K ﹤0.01%
598
5369
$11K ﹤0.01%
3,940
+2,035
5370
$11K ﹤0.01%
4,121
+1,121
5371
$11K ﹤0.01%
7
-39
5372
$11K ﹤0.01%
1,345
+975
5373
$11K ﹤0.01%
338
+327
5374
$11K ﹤0.01%
1,257
-2,271
5375
$11K ﹤0.01%
713
-929
213 214
215
216 217