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
2101
$1.63M ﹤0.01%
127,248
-49,404
2102
$1.62M ﹤0.01%
14,868
-61
2103
$1.62M ﹤0.01%
32,185
-4,063
2104
$1.62M ﹤0.01%
90,827
+36,481
2105
$1.61M ﹤0.01%
118,098
+4,182
2106
$1.61M ﹤0.01%
37,727
-12,191
2107
$1.61M ﹤0.01%
18,594
-3,714
2108
$1.6M ﹤0.01%
49,937
+3,910
2109
$1.59M ﹤0.01%
82,215
+15,105
2110
$1.59M ﹤0.01%
60,177
+8,004
2111
$1.59M ﹤0.01%
44,221
-5,722
2112
$1.59M ﹤0.01%
95,996
+23,082
2113
$1.58M ﹤0.01%
52,218
+1,733
2114
$1.58M ﹤0.01%
16,382
-4,784
2115
$1.58M ﹤0.01%
127,728
+4,928
2116
$1.58M ﹤0.01%
29,681
+1,283
2117
$1.58M ﹤0.01%
40,908
+10,242
2118
$1.57M ﹤0.01%
124,846
-288
2119
$1.57M ﹤0.01%
50,099
+10,252
2120
$1.57M ﹤0.01%
42,152
-87
2121
$1.57M ﹤0.01%
18,861
+5,573
2122
$1.57M ﹤0.01%
62,453
-41,508
2123
$1.57M ﹤0.01%
134,553
+2,943
2124
$1.56M ﹤0.01%
91,860
-45,623
2125
$1.56M ﹤0.01%
122,094
+9,074
83 84
85
86 87