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
2276
$1.25M ﹤0.01%
73,019
+14,874
2277
$1.25M ﹤0.01%
6,167
+1,511
2278
$1.25M ﹤0.01%
81,868
+10,873
2279
$1.25M ﹤0.01%
24,197
-2,152
2280
$1.25M ﹤0.01%
42,695
-5,028
2281
$1.25M ﹤0.01%
30,958
+17,585
2282
$1.24M ﹤0.01%
138,692
-15,224
2283
$1.24M ﹤0.01%
50,322
-41,580
2284
$1.24M ﹤0.01%
59,983
-19,075
2285
$1.24M ﹤0.01%
40,062
-32,568
2286
$1.24M ﹤0.01%
169,778
-7,158
2287
$1.23M ﹤0.01%
+48,752
2288
$1.23M ﹤0.01%
67,716
+4,078
2289
$1.23M ﹤0.01%
202,148
+30,348
2290
$1.23M ﹤0.01%
23,416
-1,830
2291
$1.23M ﹤0.01%
79,590
+31,540
2292
$1.23M ﹤0.01%
363,701
+120,833
2293
$1.23M ﹤0.01%
80,182
-11,997
2294
$1.23M ﹤0.01%
134,950
+11,966
2295
$1.22M ﹤0.01%
21,786
-5,886
2296
$1.22M ﹤0.01%
98,570
-155
2297
$1.22M ﹤0.01%
130,696
+10,819
2298
$1.22M ﹤0.01%
40,908
-138,526
2299
$1.22M ﹤0.01%
56,655
+33,767
2300
$1.21M ﹤0.01%
27,725
+6,019
90 91
92
93 94