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
6026
$2K ﹤0.01%
256
-777
6027
$2K ﹤0.01%
39
-1,938
6028
$2K ﹤0.01%
1,000
-907
6029
$2K ﹤0.01%
+286
6030
$2K ﹤0.01%
2,000
+246
6031
$2K ﹤0.01%
+58
6032
$2K ﹤0.01%
191
+107
6033
$2K ﹤0.01%
411
-14,140
6034
$2K ﹤0.01%
167
-5,983
6035
$2K ﹤0.01%
260
6036
$2K ﹤0.01%
832
+732
6037
$2K ﹤0.01%
100
-1,400
6038
$2K ﹤0.01%
250
-3,609
6039
$2K ﹤0.01%
+606
6040
$2K ﹤0.01%
42
6041
$2K ﹤0.01%
+1,546
6042
$2K ﹤0.01%
601
+214
6043
$2K ﹤0.01%
1,017
-95,905
6044
$2K ﹤0.01%
9,400
+7,394
6045
$2K ﹤0.01%
+1,832
6046
$2K ﹤0.01%
+30
6047
$2K ﹤0.01%
3,116
-880
6048
$2K ﹤0.01%
150
-951
6049
$2K ﹤0.01%
142
-1,773
6050
$2K ﹤0.01%
289
-1,522
240 241
242
243 244