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
1351
$4.52M ﹤0.01%
68,767
+1,618
1352
$4.51M ﹤0.01%
149,249
+18,129
1353
$4.5M ﹤0.01%
79,408
-32,368
1354
$4.49M ﹤0.01%
89,915
-25,951
1355
$4.49M ﹤0.01%
196,434
-195,500
1356
$4.49M ﹤0.01%
87,165
+430
1357
$4.49M ﹤0.01%
26,584
+1,696
1358
$4.49M ﹤0.01%
245,251
+104,392
1359
$4.49M ﹤0.01%
199,420
-40,835
1360
$4.46M ﹤0.01%
145,072
+111,859
1361
$4.46M ﹤0.01%
198,707
+71,653
1362
$4.46M ﹤0.01%
54,214
+10,523
1363
$4.46M ﹤0.01%
592,871
-144,955
1364
$4.44M ﹤0.01%
65,345
-11,923
1365
$4.44M ﹤0.01%
366,321
+70,285
1366
$4.44M ﹤0.01%
66,330
+6,383
1367
$4.44M ﹤0.01%
224,428
+23,271
1368
$4.42M ﹤0.01%
304,635
+153,450
1369
$4.42M ﹤0.01%
243,669
-1,126,247
1370
$4.42M ﹤0.01%
136,462
+18,604
1371
$4.41M ﹤0.01%
176,577
+136,324
1372
$4.41M ﹤0.01%
774,784
-9,511
1373
$4.41M ﹤0.01%
250,041
+116,126
1374
$4.4M ﹤0.01%
291,968
+166,418
1375
$4.4M ﹤0.01%
139,336
+15,300
53 54
55
56 57