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
5151
$16K ﹤0.01%
+796
5152
$16K ﹤0.01%
1,177
+406
5153
$16K ﹤0.01%
3,322
+1,452
5154
$16K ﹤0.01%
+5,297
5155
$16K ﹤0.01%
+1,251
5156
$16K ﹤0.01%
8,893
+8,349
5157
– –
0
5158
$16K ﹤0.01%
561
+520
5159
$16K ﹤0.01%
1,730
-71
5160
$16K ﹤0.01%
578
-1,602
5161
$16K ﹤0.01%
551
-279
5162
$16K ﹤0.01%
902
+676
5163
$16K ﹤0.01%
1,398
+966
5164
$16K ﹤0.01%
+4,333
5165
$16K ﹤0.01%
1,899
-7,551
5166
$16K ﹤0.01%
2,148
+1,513
5167
$16K ﹤0.01%
2,148
+1,244
5168
$16K ﹤0.01%
200,048
-86,485
5169
$16K ﹤0.01%
+1,160
5170
$16K ﹤0.01%
338
-759
5171
$16K ﹤0.01%
920
-2,583
5172
$16K ﹤0.01%
+1,622
5173
$16K ﹤0.01%
17
-8
5174
$16K ﹤0.01%
+1,770
5175
$16K ﹤0.01%
204
+75
205 206
207
208 209