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
1451
$3.95M ﹤0.01%
125,524
+8,918
1452
$3.95M ﹤0.01%
81,315
-17,678
1453
$3.95M ﹤0.01%
104,726
+44,408
1454
$3.94M ﹤0.01%
81,267
+24,205
1455
$3.94M ﹤0.01%
261,162
+17,480
1456
$3.94M ﹤0.01%
147,949
+24,711
1457
$3.94M ﹤0.01%
180,753
-22,378
1458
$3.94M ﹤0.01%
117,432
-10,442
1459
$3.93M ﹤0.01%
355,709
-52,691
1460
$3.93M ﹤0.01%
128,643
-230,017
1461
$3.92M ﹤0.01%
100,864
-47,884
1462
$3.91M ﹤0.01%
32,906
-2,199
1463
$3.9M ﹤0.01%
89,912
+38,071
1464
$3.89M ﹤0.01%
310,604
-3,386
1465
$3.88M ﹤0.01%
73,507
-21,060
1466
$3.87M ﹤0.01%
112,329
+27,512
1467
$3.87M ﹤0.01%
1,896,040
+10,139
1468
$3.87M ﹤0.01%
55,037
-14,984
1469
$3.84M ﹤0.01%
200,521
+165,074
1470
$3.84M ﹤0.01%
104,416
+62,701
1471
$3.84M ﹤0.01%
317,549
+16,979
1472
$3.83M ﹤0.01%
50,011
-329,930
1473
$3.83M ﹤0.01%
75,231
+49,642
1474
$3.83M ﹤0.01%
42,283
+33,280
1475
$3.82M ﹤0.01%
110,813
+88,761
57 58
59
60 61