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
4426
$47K ﹤0.01%
3,813
-6,521
4427
$47K ﹤0.01%
1,585
-460
4428
$46K ﹤0.01%
3,456
+2,509
4429
$46K ﹤0.01%
564
+434
4430
$46K ﹤0.01%
2,546
-1,514
4431
$46K ﹤0.01%
10,300
4432
$46K ﹤0.01%
8,909
+5,470
4433
$46K ﹤0.01%
1,938
+395
4434
$46K ﹤0.01%
75,000
+6,000
4435
$46K ﹤0.01%
3,550
-6,674
4436
$46K ﹤0.01%
8,235
+4,220
4437
$46K ﹤0.01%
1,276
-1,034
4438
$46K ﹤0.01%
3,453
+907
4439
$46K ﹤0.01%
6,995
-1,135
4440
$46K ﹤0.01%
562
-4
4441
$46K ﹤0.01%
912
-170
4442
$45K ﹤0.01%
+5
4443
$45K ﹤0.01%
3,208
+1,208
4444
$45K ﹤0.01%
973
-106
4445
$45K ﹤0.01%
3,243
+1,805
4446
$45K ﹤0.01%
5,712
+192
4447
$45K ﹤0.01%
1,450
-12,245
4448
$45K ﹤0.01%
946
-5,229
4449
$45K ﹤0.01%
+1,936
4450
$45K ﹤0.01%
1,147
+1,082
176 177
178
179 180