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
1501
$3.67M ﹤0.01%
190,447
+88,108
1502
$3.67M ﹤0.01%
294,025
-22,556
1503
$3.66M ﹤0.01%
352,522
-75,783
1504
$3.65M ﹤0.01%
200,811
+176,301
1505
$3.65M ﹤0.01%
58,036
-19,259
1506
$3.64M ﹤0.01%
131,996
-96,023
1507
$3.63M ﹤0.01%
127,161
+3,175
1508
$3.63M ﹤0.01%
79,841
+9,853
1509
$3.63M ﹤0.01%
127,045
-420
1510
$3.63M ﹤0.01%
49,721
+23,282
1511
$3.61M ﹤0.01%
221,966
-63,221
1512
$3.61M ﹤0.01%
41,683
-15,694
1513
$3.6M ﹤0.01%
59,939
+17,865
1514
$3.6M ﹤0.01%
37,818
-766
1515
$3.6M ﹤0.01%
443,533
+6,110
1516
$3.6M ﹤0.01%
368,055
-25,462
1517
$3.59M ﹤0.01%
213,550
-3,740
1518
$3.58M ﹤0.01%
184,360
+9,037
1519
$3.57M ﹤0.01%
78,908
-14,200
1520
$3.56M ﹤0.01%
295,614
+28,528
1521
$3.56M ﹤0.01%
78,182
+70,750
1522
$3.56M ﹤0.01%
71,045
-30,684
1523
$3.56M ﹤0.01%
156,494
-16,636
1524
$3.55M ﹤0.01%
262,691
-52,808
1525
$3.55M ﹤0.01%
147,106
+1,510
59 60
61
62 63