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
5451
$10K ﹤0.01%
2,490
-996
5452
$10K ﹤0.01%
1,500
5453
$10K ﹤0.01%
3,375
+2,369
5454
$10K ﹤0.01%
1,026
-2,257
5455
$10K ﹤0.01%
1,000
5456
$10K ﹤0.01%
+926
5457
$9K ﹤0.01%
193
-686
5458
$9K ﹤0.01%
1,300
-486
5459
$9K ﹤0.01%
2,078
+1,229
5460
$9K ﹤0.01%
2,410
+355
5461
$9K ﹤0.01%
648
+585
5462
$9K ﹤0.01%
+600
5463
$9K ﹤0.01%
+1,000
5464
$9K ﹤0.01%
+3,905
5465
$9K ﹤0.01%
228
-321
5466
$9K ﹤0.01%
2,154
-845
5467
$9K ﹤0.01%
341
-800
5468
$9K ﹤0.01%
79
-217
5469
$9K ﹤0.01%
+258
5470
$9K ﹤0.01%
290
-576
5471
$9K ﹤0.01%
1,300
+97
5472
$9K ﹤0.01%
1,111
-1,243
5473
$9K ﹤0.01%
249
-783
5474
$9K ﹤0.01%
1,382
-3,014
5475
$9K ﹤0.01%
+308
217 218
219
220 221