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 7.94%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5326
$12K ﹤0.01%
5,037
+3,589
5327
$12K ﹤0.01%
1,634
-2,495
5328
$12K ﹤0.01%
583
+469
5329
– –
0
5330
– –
0
5331
$12K ﹤0.01%
+547
5332
$12K ﹤0.01%
1,161
-1,393
5333
$12K ﹤0.01%
1,669
-2,952
5334
– –
0
5335
$12K ﹤0.01%
+172
5336
$12K ﹤0.01%
+2,171
5337
$12K ﹤0.01%
819
-1,170
5338
$12K ﹤0.01%
4,774
+574
5339
$12K ﹤0.01%
898
-505
5340
$12K ﹤0.01%
706
+48
5341
$12K ﹤0.01%
+1,806
5342
$12K ﹤0.01%
804
+220
5343
$12K ﹤0.01%
845
-2,821
5344
$12K ﹤0.01%
+770
5345
$12K ﹤0.01%
771
+169
5346
$12K ﹤0.01%
8,827
+7,263
5347
$12K ﹤0.01%
999
+419
5348
$12K ﹤0.01%
620
+520
5349
$12K ﹤0.01%
681
-730
5350
$12K ﹤0.01%
408
-259
212 213
214
215 216