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
5576
$7K ﹤0.01%
+494
5577
$7K ﹤0.01%
1,000
5578
$7K ﹤0.01%
968
+63
5579
$7K ﹤0.01%
6
-2
5580
$7K ﹤0.01%
1,163
+813
5581
$7K ﹤0.01%
1,343
+866
5582
$7K ﹤0.01%
673
-825
5583
$7K ﹤0.01%
1,039
+1,029
5584
$7K ﹤0.01%
400
-2,018
5585
$7K ﹤0.01%
+250
5586
$7K ﹤0.01%
446
+349
5587
$7K ﹤0.01%
827
+577
5588
$7K ﹤0.01%
2,210
+1,149
5589
$7K ﹤0.01%
1,576
-303,253
5590
$7K ﹤0.01%
1,360
-1,697
5591
$7K ﹤0.01%
1,986
+391
5592
$7K ﹤0.01%
395
-11,328
5593
$7K ﹤0.01%
21,000
+2,500
5594
$7K ﹤0.01%
1,500
+183
5595
$7K ﹤0.01%
+1,095
5596
$7K ﹤0.01%
3,251
+3,106
5597
$7K ﹤0.01%
368
+73
5598
$7K ﹤0.01%
3,852
+2,446
5599
$7K ﹤0.01%
41
-24
5600
$7K ﹤0.01%
247
222 223
224
225 226