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
5526
$8K ﹤0.01%
1,553
-1,105
5527
$8K ﹤0.01%
1,296
+1,018
5528
$8K ﹤0.01%
+371
5529
$8K ﹤0.01%
3,883
+415
5530
$8K ﹤0.01%
6,364
+5,052
5531
$8K ﹤0.01%
324
-144
5532
$8K ﹤0.01%
1,416
+416
5533
$8K ﹤0.01%
1,576
-12,596
5534
$8K ﹤0.01%
694
+594
5535
$8K ﹤0.01%
1,490
-459
5536
$8K ﹤0.01%
431
+415
5537
$8K ﹤0.01%
621
+352
5538
$8K ﹤0.01%
1,270
+1,098
5539
$8K ﹤0.01%
255
-62
5540
$8K ﹤0.01%
+405
5541
$8K ﹤0.01%
868
-4,428
5542
$8K ﹤0.01%
5,698
-5,407
5543
$8K ﹤0.01%
+393
5544
$8K ﹤0.01%
2,266
+1,866
5545
$8K ﹤0.01%
3,240
-3,365
5546
$8K ﹤0.01%
1,032
+1,005
5547
$8K ﹤0.01%
2,617
+2,284
5548
$8K ﹤0.01%
330
+279
5549
$8K ﹤0.01%
+475
5550
$8K ﹤0.01%
1,777
+712
220 221
222
223 224