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
5276
$13K ﹤0.01%
+222
5277
$13K ﹤0.01%
1,096
-3,177
5278
$13K ﹤0.01%
232
-777
5279
$13K ﹤0.01%
345
-19
5280
$13K ﹤0.01%
2,460
-5,099
5281
$13K ﹤0.01%
289
+60
5282
$13K ﹤0.01%
618
+134
5283
$13K ﹤0.01%
486
-202
5284
$13K ﹤0.01%
641
-353
5285
$13K ﹤0.01%
775
+344
5286
$13K ﹤0.01%
375
-655
5287
$13K ﹤0.01%
1,003
+293
5288
$13K ﹤0.01%
426
+194
5289
$13K ﹤0.01%
1,213
-439
5290
$13K ﹤0.01%
311
+13
5291
$13K ﹤0.01%
+6
5292
$13K ﹤0.01%
21
-446
5293
$13K ﹤0.01%
2,037
+847
5294
$13K ﹤0.01%
903
+21
5295
– –
0
5296
$13K ﹤0.01%
2,167
-230
5297
$13K ﹤0.01%
+1,796
5298
$13K ﹤0.01%
+735
5299
$13K ﹤0.01%
551
-224
5300
$13K ﹤0.01%
4,010
+772
210 211
212
213 214