U
UBS Portfolio holdings
AUM
$109B
1-Year Est. Return
13.13%
1 Year Est. Return
+13.13%
AUM
$106B
AUM Growth
+$12.2B
(+13%)
Holding
7,025
Top Buys
| 1 | +$1.76B | |
| 2 | +$483M | |
| 3 | +$405M | |
| 4 |
Wynn Resorts
WYNN
|
+$334M |
| 5 |
Herc Holdings
HRI
|
+$312M |
Top Sells
| 1 | +$808M | |
| 2 | +$367M | |
| 3 | +$307M | |
| 4 |
iShares China Large-Cap ETF
FXI
|
+$294M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$242M |
Sector Composition
| 1 | Energy | 10.64% |
| 2 | Financials | 9.31% |
| 3 | Technology | 8.08% |
| 4 | Healthcare | 7.57% |
| 5 | Industrials | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
6901
Northern Technologies International Corp
NTIC
$70.2M
| – | – |
-2,032
|
|
||
6902
Onto Innovation
ONTO
$7.96B
| – | – |
-1,166
|
|
||
6903
Orrstown Financial Services
ORRF
$726M
| – | – |
-2,446
|
|