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
2676
$727K ﹤0.01%
20,914
+1,345
2677
$726K ﹤0.01%
19,750
+2,129
2678
$724K ﹤0.01%
58,544
+16,319
2679
$723K ﹤0.01%
147,325
+25,931
2680
$722K ﹤0.01%
13,077
+10,037
2681
$722K ﹤0.01%
24,626
+13,978
2682
$722K ﹤0.01%
64,302
+52,474
2683
$721K ﹤0.01%
24,907
-10,118
2684
$720K ﹤0.01%
30,270
-1,825
2685
$720K ﹤0.01%
20,633
+16,464
2686
$720K ﹤0.01%
20,401
-14,003
2687
$717K ﹤0.01%
111,798
+65,388
2688
$714K ﹤0.01%
16,293
-96,242
2689
$714K ﹤0.01%
59,710
-42,815
2690
$712K ﹤0.01%
26,698
-6,200
2691
$710K ﹤0.01%
63,077
-9,393
2692
$709K ﹤0.01%
25,289
-313
2693
$704K ﹤0.01%
13,764
+611
2694
$703K ﹤0.01%
15,264
-22,520
2695
$701K ﹤0.01%
56,052
-3,468
2696
$700K ﹤0.01%
44,360
+27,020
2697
$699K ﹤0.01%
32,517
+3,898
2698
$698K ﹤0.01%
73,141
+72,643
2699
$696K ﹤0.01%
20,765
+17,286
2700
$696K ﹤0.01%
46,359
+39,533
106 107
108
109 110