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
4351
$52K ﹤0.01%
2,788
+2,388
4352
$52K ﹤0.01%
415
+404
4353
$52K ﹤0.01%
6,576
+6,264
4354
$52K ﹤0.01%
1,073
+28
4355
$52K ﹤0.01%
1,781
+1,481
4356
$52K ﹤0.01%
4,000
-1,708
4357
$52K ﹤0.01%
+3,100
4358
$52K ﹤0.01%
8,261
+5,560
4359
$52K ﹤0.01%
5,071
+3,420
4360
$52K ﹤0.01%
5,552
+4,934
4361
$52K ﹤0.01%
1,217
+732
4362
$52K ﹤0.01%
1,059
4363
$51K ﹤0.01%
731
-1,216
4364
$51K ﹤0.01%
+1,155
4365
$51K ﹤0.01%
2,311
+2,062
4366
$51K ﹤0.01%
4,993
+4,493
4367
$51K ﹤0.01%
3,736
+736
4368
$51K ﹤0.01%
3,226
+3,123
4369
$51K ﹤0.01%
2,989
+44
4370
$51K ﹤0.01%
8,194
-59,971
4371
$51K ﹤0.01%
4,232
+732
4372
$51K ﹤0.01%
1,279
+344
4373
$51K ﹤0.01%
1,006
+77
4374
$51K ﹤0.01%
2,658
+528
4375
$50K ﹤0.01%
1,686
-1,180
173 174
175
176 177