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
2251
$1.29M ﹤0.01%
69,903
-11,447
2252
$1.28M ﹤0.01%
63,762
-5,489
2253
$1.28M ﹤0.01%
42,040
-1,229
2254
$1.28M ﹤0.01%
45,075
-14,529
2255
$1.28M ﹤0.01%
76,250
+17,604
2256
$1.28M ﹤0.01%
3,136
+329
2257
$1.28M ﹤0.01%
66,699
+5,979
2258
$1.28M ﹤0.01%
54,736
+37,414
2259
$1.27M ﹤0.01%
49,803
-4,022
2260
$1.27M ﹤0.01%
26,304
-10,355
2261
$1.27M ﹤0.01%
101,558
-15,142
2262
$1.27M ﹤0.01%
176,586
+39,405
2263
$1.27M ﹤0.01%
16,039
+2,444
2264
$1.27M ﹤0.01%
53,938
-34,909
2265
$1.26M ﹤0.01%
158,757
-107,891
2266
$1.26M ﹤0.01%
42,350
-30,502
2267
$1.26M ﹤0.01%
25,683
+2,298
2268
$1.26M ﹤0.01%
88,460
-54,112
2269
$1.26M ﹤0.01%
99,299
+25,384
2270
$1.26M ﹤0.01%
61,058
-51,392
2271
$1.26M ﹤0.01%
4,374
-1,678
2272
$1.26M ﹤0.01%
95,310
+14,913
2273
$1.26M ﹤0.01%
48,021
-10,261
2274
$1.25M ﹤0.01%
115,809
-86,142
2275
$1.25M ﹤0.01%
66,062
+19,248
89 90
91
92 93