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
2401
$1.05M ﹤0.01%
68,262
-1,411
2402
$1.05M ﹤0.01%
123,649
+425
2403
$1.05M ﹤0.01%
188,438
+62,643
2404
$1.05M ﹤0.01%
37,883
+14,435
2405
$1.05M ﹤0.01%
17,439
+15,813
2406
$1.04M ﹤0.01%
108,192
+42,584
2407
$1.04M ﹤0.01%
77,391
+12,596
2408
$1.04M ﹤0.01%
42,279
-5,656
2409
$1.04M ﹤0.01%
62,069
+2,005
2410
$1.04M ﹤0.01%
19,632
-19,568
2411
$1.04M ﹤0.01%
14,286
+1,145
2412
$1.03M ﹤0.01%
10,501
-1,115
2413
$1.03M ﹤0.01%
57,052
+3,269
2414
$1.03M ﹤0.01%
24,434
+16,143
2415
$1.03M ﹤0.01%
127,960
+1,749
2416
$1.03M ﹤0.01%
21,309
-60,752
2417
$1.03M ﹤0.01%
91,439
-7,398
2418
$1.03M ﹤0.01%
47,215
+45,777
2419
$1.03M ﹤0.01%
42,395
-17,351
2420
$1.03M ﹤0.01%
638,674
+1,774
2421
$1.03M ﹤0.01%
44,944
+19,955
2422
$1.03M ﹤0.01%
79,696
+12,999
2423
$1.02M ﹤0.01%
66,891
-233,616
2424
$1.02M ﹤0.01%
12,828
-472
2425
$1.02M ﹤0.01%
77,976
-19,954
95 96
97
98 99