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
5501
$9K ﹤0.01%
300
-1,779
5502
$9K ﹤0.01%
500
-784
5503
$8K ﹤0.01%
293
-2,213
5504
$8K ﹤0.01%
1,767
-11,449
5505
$8K ﹤0.01%
+273
5506
$8K ﹤0.01%
878
-1,757
5507
$8K ﹤0.01%
3,189
+1,939
5508
$8K ﹤0.01%
1,074
+683
5509
$8K ﹤0.01%
712
+46
5510
$8K ﹤0.01%
98
+31
5511
$8K ﹤0.01%
+756
5512
$8K ﹤0.01%
222
-266
5513
$8K ﹤0.01%
2,617
-8,123
5514
$8K ﹤0.01%
+212
5515
$8K ﹤0.01%
1,743
+847
5516
$8K ﹤0.01%
+1,189
5517
$8K ﹤0.01%
+5,178
5518
$8K ﹤0.01%
+33
5519
$8K ﹤0.01%
8
5520
$8K ﹤0.01%
402
+202
5521
$8K ﹤0.01%
+211
5522
$8K ﹤0.01%
593
5523
$8K ﹤0.01%
652
+617
5524
$8K ﹤0.01%
318
-183
5525
$8K ﹤0.01%
+92
219 220
221
222 223