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
3851
$118K ﹤0.01%
460
+152
3852
$118K ﹤0.01%
5,313
+3,113
3853
$118K ﹤0.01%
23,611
-2,639
3854
$118K ﹤0.01%
16,341
+14,531
3855
$117K ﹤0.01%
6,783
-109
3856
$117K ﹤0.01%
3,519
+2,647
3857
$117K ﹤0.01%
42,752
-35,552
3858
$117K ﹤0.01%
6,587
+2,595
3859
$117K ﹤0.01%
9,550
+6,161
3860
$117K ﹤0.01%
92,482
+55,031
3861
$117K ﹤0.01%
7,100
+1,732
3862
$116K ﹤0.01%
6,546
+856
3863
$116K ﹤0.01%
14,204
+2,011
3864
$116K ﹤0.01%
6,032
+5,432
3865
$115K ﹤0.01%
8,933
+94
3866
$115K ﹤0.01%
+1,608
3867
$115K ﹤0.01%
9,754
+6,281
3868
$115K ﹤0.01%
4,987
+63
3869
$115K ﹤0.01%
8,852
-406
3870
$115K ﹤0.01%
2,483
+2,233
3871
$115K ﹤0.01%
2,792
+2,592
3872
$115K ﹤0.01%
29,000
-14,043
3873
$114K ﹤0.01%
6,289
-1,553
3874
$114K ﹤0.01%
15,910
+414
3875
$114K ﹤0.01%
4,441
+3,690
153 154
155
156 157