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
5476
$9K ﹤0.01%
1,300
+97
5477
$9K ﹤0.01%
1,111
-1,243
5478
$9K ﹤0.01%
249
-783
5479
$9K ﹤0.01%
1,382
-3,014
5480
$9K ﹤0.01%
+308
5481
$9K ﹤0.01%
+835
5482
$9K ﹤0.01%
1,177
+1,074
5483
$9K ﹤0.01%
+39
5484
$9K ﹤0.01%
1,621
+908
5485
$9K ﹤0.01%
487
-883
5486
$9K ﹤0.01%
641
-436
5487
$9K ﹤0.01%
11,495
-3,136
5488
$9K ﹤0.01%
6,084
-401
5489
$9K ﹤0.01%
649
-1,346
5490
$9K ﹤0.01%
6,731
+6,392
5491
$9K ﹤0.01%
1,741
+327
5492
$9K ﹤0.01%
5,900
-1,332
5493
$9K ﹤0.01%
1,494
-3,288
5494
$9K ﹤0.01%
722
5495
$9K ﹤0.01%
+50,895
5496
$9K ﹤0.01%
580
5497
$9K ﹤0.01%
+379
5498
$9K ﹤0.01%
39,751
+8,751
5499
$9K ﹤0.01%
2,812
5500
$9K ﹤0.01%
2,171
+811
218 219
220
221 222