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
1776
$2.52M ﹤0.01%
51,369
+10,978
1777
$2.51M ﹤0.01%
134,294
+1,383
1778
$2.5M ﹤0.01%
159,893
+11,557
1779
$2.49M ﹤0.01%
59,730
-4,226
1780
$2.49M ﹤0.01%
111,761
-13,852
1781
$2.48M ﹤0.01%
82,277
-1,256
1782
$2.48M ﹤0.01%
334,842
+49,817
1783
$2.47M ﹤0.01%
88,714
+5,035
1784
$2.47M ﹤0.01%
149,315
-19,280
1785
$2.47M ﹤0.01%
242,929
+8,590
1786
$2.47M ﹤0.01%
141,351
+4,945
1787
$2.46M ﹤0.01%
101,626
+32,768
1788
$2.45M ﹤0.01%
142,276
+138,872
1789
$2.44M ﹤0.01%
417,236
+11,121
1790
$2.44M ﹤0.01%
210,621
-10,892
1791
$2.44M ﹤0.01%
147,070
+936
1792
$2.44M ﹤0.01%
18,645
+15,333
1793
$2.42M ﹤0.01%
509,924
+160,647
1794
$2.42M ﹤0.01%
34,785
+2,850
1795
$2.42M ﹤0.01%
80,146
+4,121
1796
$2.42M ﹤0.01%
61,346
-18,041
1797
$2.42M ﹤0.01%
64,227
+1,749
1798
$2.42M ﹤0.01%
87,761
+56,494
1799
$2.41M ﹤0.01%
192,048
+160,869
1800
$2.41M ﹤0.01%
40,568
+20
70 71
72
73 74