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
4526
$40K ﹤0.01%
2,844
+32
4527
$40K ﹤0.01%
3,500
4528
$39K ﹤0.01%
2,118
+1,117
4529
$39K ﹤0.01%
1,301
+701
4530
$39K ﹤0.01%
3,105
+105
4531
$39K ﹤0.01%
368
-404
4532
$39K ﹤0.01%
+2,064
4533
$39K ﹤0.01%
+6,475
4534
$39K ﹤0.01%
17,000
+1,000
4535
$39K ﹤0.01%
19,400
+4,066
4536
$39K ﹤0.01%
1,515
+1,373
4537
$39K ﹤0.01%
2,203
+1,768
4538
$39K ﹤0.01%
10,672
+3,938
4539
$39K ﹤0.01%
7,092
+2,304
4540
$39K ﹤0.01%
2,500
-404
4541
$39K ﹤0.01%
706
-46
4542
$39K ﹤0.01%
1,647
+297
4543
$39K ﹤0.01%
4
+1
4544
$39K ﹤0.01%
1,019
+163
4545
$39K ﹤0.01%
+2,897
4546
$39K ﹤0.01%
+5,423
4547
$39K ﹤0.01%
+5,388
4548
$39K ﹤0.01%
1,168
+600
4549
$39K ﹤0.01%
1,364
-686
4550
$39K ﹤0.01%
5,421
+2,314
180 181
182
183 184