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
2476
$954K ﹤0.01%
14,910
+10,649
2477
$954K ﹤0.01%
22,289
-25,351
2478
$953K ﹤0.01%
28,426
-111,234
2479
$951K ﹤0.01%
16,474
+1,889
2480
$950K ﹤0.01%
21,120
+6,517
2481
$949K ﹤0.01%
88,913
-40,627
2482
$949K ﹤0.01%
22,292
+14,866
2483
$945K ﹤0.01%
44,094
-2,864
2484
$944K ﹤0.01%
134,804
+56,501
2485
$943K ﹤0.01%
72,700
+24,785
2486
$941K ﹤0.01%
33,626
+4,784
2487
$941K ﹤0.01%
33,671
-28,716
2488
$941K ﹤0.01%
1,821
+1,498
2489
$940K ﹤0.01%
23,126
-17,056
2490
$939K ﹤0.01%
20,785
+957
2491
$939K ﹤0.01%
44,687
+17,316
2492
$939K ﹤0.01%
13,834
-6,002
2493
$938K ﹤0.01%
19,738
-60
2494
$938K ﹤0.01%
25,126
-887
2495
$937K ﹤0.01%
60,866
+14,760
2496
$937K ﹤0.01%
23,424
+1,530
2497
$936K ﹤0.01%
19,048
+15,469
2498
$934K ﹤0.01%
30,568
-1,036
2499
$934K ﹤0.01%
22,242
+4,585
2500
$933K ﹤0.01%
33,911
+3,967
98 99
100
101 102