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
4376
$50K ﹤0.01%
5,104
-24,400
4377
$50K ﹤0.01%
136
-4
4378
$50K ﹤0.01%
1,555
+607
4379
$50K ﹤0.01%
1,649
-1,629
4380
$50K ﹤0.01%
+2,016
4381
$50K ﹤0.01%
4,237
+3,616
4382
$50K ﹤0.01%
6,686
+1,686
4383
$50K ﹤0.01%
4,235
-1,022
4384
$50K ﹤0.01%
850
4385
$49K ﹤0.01%
59
-98
4386
$49K ﹤0.01%
12,104
+11,181
4387
$49K ﹤0.01%
18,933
-20,848
4388
$49K ﹤0.01%
+855
4389
– –
0
4390
$49K ﹤0.01%
+1,100
4391
$49K ﹤0.01%
4,007
+841
4392
$49K ﹤0.01%
1,617
+1,330
4393
$49K ﹤0.01%
2,998
-3,110
4394
$49K ﹤0.01%
1,643
+392
4395
$49K ﹤0.01%
4,644
-4,972
4396
$49K ﹤0.01%
6,750
-25,138
4397
$49K ﹤0.01%
488
-133
4398
$49K ﹤0.01%
78,113
+13,013
4399
$49K ﹤0.01%
1,610
-489
4400
$48K ﹤0.01%
8,118
+434
174 175
176
177 178