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
4651
$34K ﹤0.01%
2,561
-2,170
4652
$34K ﹤0.01%
2,498
+1,292
4653
$34K ﹤0.01%
+1,389
4654
$34K ﹤0.01%
1,449
-86
4655
$34K ﹤0.01%
828
+402
4656
$34K ﹤0.01%
1,640
-668
4657
$34K ﹤0.01%
1,954
+1,788
4658
$34K ﹤0.01%
+2,000
4659
$34K ﹤0.01%
1,425
+1,423
4660
$34K ﹤0.01%
1,263
+1,017
4661
$33K ﹤0.01%
3,347
+77
4662
$33K ﹤0.01%
51
-4
4663
$33K ﹤0.01%
+1,221
4664
$33K ﹤0.01%
920
-280
4665
$33K ﹤0.01%
191
+29
4666
$33K ﹤0.01%
4,688
-13,805
4667
$33K ﹤0.01%
1,254
+915
4668
$33K ﹤0.01%
3,625
-1,435
4669
$33K ﹤0.01%
132
+46
4670
$33K ﹤0.01%
2,290
+1,668
4671
$33K ﹤0.01%
5,336
+4,296
4672
$33K ﹤0.01%
807
-341
4673
$33K ﹤0.01%
379
-144
4674
$33K ﹤0.01%
788
-115,545
4675
$33K ﹤0.01%
1,756
+1,656
185 186
187
188 189