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
5601
$7K ﹤0.01%
744
-1,381
5602
$7K ﹤0.01%
2,177
+1,343
5603
$7K ﹤0.01%
+303
5604
$7K ﹤0.01%
9,766
+6,701
5605
$7K ﹤0.01%
+190
5606
$7K ﹤0.01%
358
-1,115
5607
$7K ﹤0.01%
979
-30
5608
$7K ﹤0.01%
1,882
+162
5609
$7K ﹤0.01%
1,296
-3,439
5610
$7K ﹤0.01%
812
+462
5611
$7K ﹤0.01%
+615
5612
$7K ﹤0.01%
+200
5613
$7K ﹤0.01%
1,000
-10,023
5614
$7K ﹤0.01%
535
-3,102
5615
$7K ﹤0.01%
+707
5616
$7K ﹤0.01%
3,061
+1,354
5617
$7K ﹤0.01%
+4,814
5618
$7K ﹤0.01%
400
-765
5619
$7K ﹤0.01%
250
-480
5620
$7K ﹤0.01%
+326
5621
$7K ﹤0.01%
+794
5622
$7K ﹤0.01%
522
+8
5623
$7K ﹤0.01%
300
5624
$7K ﹤0.01%
+494
5625
$7K ﹤0.01%
+11,984
223 224
225
226 227