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
4401
$48K ﹤0.01%
412
+175
4402
$48K ﹤0.01%
6,070
+5,352
4403
$48K ﹤0.01%
5,227
+2,150
4404
$48K ﹤0.01%
1,351
-777
4405
$48K ﹤0.01%
190
+152
4406
$48K ﹤0.01%
16,183
+11,374
4407
$48K ﹤0.01%
394
-754
4408
$48K ﹤0.01%
1,485
-2,232
4409
$48K ﹤0.01%
+1,305
4410
$48K ﹤0.01%
5,996
+993
4411
$48K ﹤0.01%
2,338
-11,435
4412
$48K ﹤0.01%
31,995
+31,139
4413
$48K ﹤0.01%
709
4414
$48K ﹤0.01%
891
+801
4415
$48K ﹤0.01%
+438
4416
$48K ﹤0.01%
+17,188
4417
$48K ﹤0.01%
+1,000
4418
$47K ﹤0.01%
7,107
-379
4419
$47K ﹤0.01%
+650
4420
$47K ﹤0.01%
1,654
-4,596
4421
$47K ﹤0.01%
6,768
+5,244
4422
– –
0
4423
$47K ﹤0.01%
+25,738
4424
$47K ﹤0.01%
1,204
-696
4425
$47K ﹤0.01%
999
175 176
177
178 179