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
4976
$21K ﹤0.01%
593
+121
4977
$21K ﹤0.01%
+2,058
4978
$21K ﹤0.01%
2,760
+228
4979
$21K ﹤0.01%
636
-138
4980
$21K ﹤0.01%
+2,428
4981
$21K ﹤0.01%
1,200
-151
4982
$21K ﹤0.01%
806
+306
4983
$21K ﹤0.01%
4,571
+4,463
4984
$21K ﹤0.01%
8,730
+266
4985
$21K ﹤0.01%
1,405
+849
4986
$21K ﹤0.01%
+3,079
4987
$21K ﹤0.01%
535
-254
4988
$21K ﹤0.01%
3,128
+1,366
4989
$21K ﹤0.01%
+480
4990
$21K ﹤0.01%
559
-1,420
4991
$21K ﹤0.01%
1,616
-36
4992
$21K ﹤0.01%
876
+676
4993
$21K ﹤0.01%
1,107
-11,338
4994
$21K ﹤0.01%
11,921
+6,961
4995
$21K ﹤0.01%
1,779
-1,582
4996
$21K ﹤0.01%
827
4997
$21K ﹤0.01%
+15,800
4998
$21K ﹤0.01%
693
-322
4999
– –
0
5000
$21K ﹤0.01%
2,076
-2,127
198 199
200
201 202