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
3176
$342K ﹤0.01%
28,668
+9,096
3177
$342K ﹤0.01%
4,556
-21,380
3178
$342K ﹤0.01%
78,405
+72,143
3179
$341K ﹤0.01%
12,488
+9,390
3180
$341K ﹤0.01%
42,116
+4,525
3181
$339K ﹤0.01%
9,502
+1,989
3182
$339K ﹤0.01%
28,347
+6,124
3183
$338K ﹤0.01%
1,643
+627
3184
$338K ﹤0.01%
33,680
-61,120
3185
$338K ﹤0.01%
15,476
-23,939
3186
$335K ﹤0.01%
12,311
+541
3187
$335K ﹤0.01%
6,831
-251
3188
$334K ﹤0.01%
6,963
+2,653
3189
$332K ﹤0.01%
43
-31
3190
$332K ﹤0.01%
26,613
+12,209
3191
$332K ﹤0.01%
3,784
+679
3192
$329K ﹤0.01%
44,504
+21,041
3193
$329K ﹤0.01%
48,045
-1,748
3194
$328K ﹤0.01%
9,522
-1,126
3195
$328K ﹤0.01%
83,926
+29,502
3196
$328K ﹤0.01%
15,687
+550
3197
$328K ﹤0.01%
23,186
-442
3198
$327K ﹤0.01%
24,313
+1,313
3199
$326K ﹤0.01%
10,195
-41,389
3200
$325K ﹤0.01%
35,332
+26,589
126 127
128
129 130