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
2376
$1.09M ﹤0.01%
34,808
-70,140
2377
$1.09M ﹤0.01%
49,183
-617
2378
$1.08M ﹤0.01%
19,300
+2,807
2379
$1.08M ﹤0.01%
50,275
+9,654
2380
$1.08M ﹤0.01%
23,586
-1,934
2381
$1.08M ﹤0.01%
45,085
-93,374
2382
$1.08M ﹤0.01%
31,738
+1,297
2383
$1.07M ﹤0.01%
67,190
-683
2384
$1.07M ﹤0.01%
25,881
+13,195
2385
$1.07M ﹤0.01%
1,030
+15
2386
$1.07M ﹤0.01%
36,636
+35
2387
$1.07M ﹤0.01%
42,672
+456
2388
$1.07M ﹤0.01%
59,424
+52,911
2389
$1.07M ﹤0.01%
47,620
+21,322
2390
$1.07M ﹤0.01%
20,168
+19,710
2391
$1.07M ﹤0.01%
38,025
-149,460
2392
$1.07M ﹤0.01%
67,608
-117,242
2393
$1.07M ﹤0.01%
86,828
+16,702
2394
$1.06M ﹤0.01%
35,758
+21,831
2395
$1.06M ﹤0.01%
247,948
-2,166,877
2396
$1.06M ﹤0.01%
25,236
+3,515
2397
$1.06M ﹤0.01%
46,748
+441
2398
$1.06M ﹤0.01%
385
-90
2399
$1.06M ﹤0.01%
18,468
-1,672
2400
$1.05M ﹤0.01%
15,661
-2,362
94 95
96
97 98