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
1551
$3.43M ﹤0.01%
94,087
+58,656
1552
$3.42M ﹤0.01%
60,759
+545
1553
$3.42M ﹤0.01%
48,513
+5,272
1554
$3.42M ﹤0.01%
236,104
+59,054
1555
$3.41M ﹤0.01%
55,880
+21,920
1556
$3.4M ﹤0.01%
41,908
-16,820
1557
$3.4M ﹤0.01%
67,050
-12,530
1558
$3.39M ﹤0.01%
120,664
-637
1559
$3.39M ﹤0.01%
443,844
+202,914
1560
$3.39M ﹤0.01%
65,590
+1,985
1561
$3.38M ﹤0.01%
27,362
+4,844
1562
$3.38M ﹤0.01%
306,177
+12,261
1563
$3.38M ﹤0.01%
264,737
+118,676
1564
$3.36M ﹤0.01%
120,274
+119,774
1565
$3.36M ﹤0.01%
57,899
+31,478
1566
$3.35M ﹤0.01%
107,450
+102,677
1567
$3.35M ﹤0.01%
178,198
-2,681
1568
$3.35M ﹤0.01%
104,154
+23,284
1569
$3.34M ﹤0.01%
176,060
-2,565
1570
$3.34M ﹤0.01%
88,667
+12,735
1571
$3.34M ﹤0.01%
119,988
-4,761
1572
$3.33M ﹤0.01%
335,892
-12,452
1573
$3.32M ﹤0.01%
88,441
-2,722
1574
$3.32M ﹤0.01%
129,701
-6,628
1575
$3.31M ﹤0.01%
46,507
+2,083
61 62
63
64 65