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
4126
$72K ﹤0.01%
+6,886
4127
$72K ﹤0.01%
12,651
+11,545
4128
$72K ﹤0.01%
4,911
-2,589
4129
$72K ﹤0.01%
+10,593
4130
$72K ﹤0.01%
18,905
4131
$72K ﹤0.01%
3,412
+959
4132
$72K ﹤0.01%
1,384
+231
4133
$72K ﹤0.01%
1,987
-14,515
4134
$72K ﹤0.01%
+1,434
4135
$72K ﹤0.01%
7,217
-584
4136
$72K ﹤0.01%
14,913
+12,471
4137
$72K ﹤0.01%
4,482
-21
4138
$71K ﹤0.01%
3,293
-4,667
4139
$71K ﹤0.01%
2,054
-4,820
4140
$71K ﹤0.01%
712
+96
4141
$71K ﹤0.01%
750
+100
4142
$71K ﹤0.01%
5,187
-590
4143
$71K ﹤0.01%
+3,605
4144
$71K ﹤0.01%
1,032
-2,065
4145
$70K ﹤0.01%
2,772
+532
4146
$70K ﹤0.01%
55
+51
4147
$70K ﹤0.01%
1,835
+1,635
4148
$70K ﹤0.01%
2,593
-301
4149
$70K ﹤0.01%
2,710
+1,860
4150
$69K ﹤0.01%
1,812
164 165
166
167 168