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
4451
$45K ﹤0.01%
1,700
+700
4452
$45K ﹤0.01%
2,332
4453
$45K ﹤0.01%
+2,212
4454
$45K ﹤0.01%
2,376
+1,323
4455
$45K ﹤0.01%
1,956
+456
4456
$45K ﹤0.01%
3,482
+1,425
4457
$45K ﹤0.01%
1,186
-100
4458
$44K ﹤0.01%
3,217
+699
4459
$44K ﹤0.01%
540
-1,738
4460
$44K ﹤0.01%
4,666
+3,715
4461
$44K ﹤0.01%
2,359
+1,335
4462
$44K ﹤0.01%
4,664
-9,116
4463
$44K ﹤0.01%
+859
4464
$44K ﹤0.01%
1,915
-267
4465
$44K ﹤0.01%
20,364
+19,364
4466
$44K ﹤0.01%
2,735
+2,727
4467
$43K ﹤0.01%
3,500
4468
$43K ﹤0.01%
1,619
-1,208
4469
– –
0
4470
$43K ﹤0.01%
1,473
+973
4471
$43K ﹤0.01%
4,950
+100
4472
$43K ﹤0.01%
131
+88
4473
$43K ﹤0.01%
7,021
+4,621
4474
$43K ﹤0.01%
1,353
+457
4475
$43K ﹤0.01%
2,917
+2,086
177 178
179
180 181