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
5951
$3K ﹤0.01%
1,272
-9,660
5952
$3K ﹤0.01%
170
-886
5953
$3K ﹤0.01%
1,500
5954
$3K ﹤0.01%
+100
5955
$3K ﹤0.01%
643
-14,498
5956
$3K ﹤0.01%
+1,132
5957
$3K ﹤0.01%
500
-6,074
5958
$3K ﹤0.01%
561
-1,028
5959
$3K ﹤0.01%
39,188
+37,188
5960
$3K ﹤0.01%
+700
5961
$3K ﹤0.01%
+4,100
5962
$3K ﹤0.01%
2,339
-2,934
5963
$3K ﹤0.01%
338
-345
5964
$3K ﹤0.01%
645
-605
5965
$3K ﹤0.01%
114
+61
5966
$3K ﹤0.01%
+984
5967
$3K ﹤0.01%
2,987
-6,236
5968
$3K ﹤0.01%
1,311
+1,237
5969
$2K ﹤0.01%
375
-1,185
5970
$2K ﹤0.01%
+257
5971
$2K ﹤0.01%
115
5972
$2K ﹤0.01%
2,100
-29,406
5973
$2K ﹤0.01%
+80
5974
$2K ﹤0.01%
+5
5975
$2K ﹤0.01%
251
-1,853
237 238
239
240 241