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
5376
$11K ﹤0.01%
598
5377
$11K ﹤0.01%
+2,001
5378
$11K ﹤0.01%
227
+41
5379
$11K ﹤0.01%
2,150
5380
$11K ﹤0.01%
891
-18,082
5381
$11K ﹤0.01%
+1
5382
$11K ﹤0.01%
2,190
-13,867
5383
$11K ﹤0.01%
500
5384
$11K ﹤0.01%
664
+76
5385
$11K ﹤0.01%
900
-967
5386
$11K ﹤0.01%
2,560
+1,160
5387
$11K ﹤0.01%
+836
5388
$11K ﹤0.01%
28
-252
5389
$11K ﹤0.01%
2,000
+1,656
5390
$11K ﹤0.01%
774
+218
5391
$11K ﹤0.01%
1,782
-88
5392
$11K ﹤0.01%
439
+122
5393
$11K ﹤0.01%
2,997
-3,749
5394
$11K ﹤0.01%
3,940
+2,035
5395
$11K ﹤0.01%
+1,190
5396
$11K ﹤0.01%
40
-110
5397
$11K ﹤0.01%
1,098
+886
5398
$11K ﹤0.01%
250
5399
$11K ﹤0.01%
1,137
+937
5400
$11K ﹤0.01%
408
-3,270
214 215
216
217 218