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
5626
$7K ﹤0.01%
1,667
+201
5627
$6K ﹤0.01%
2,415
-7,356
5628
$6K ﹤0.01%
648
-3,323
5629
$6K ﹤0.01%
+233
5630
$6K ﹤0.01%
+574
5631
$6K ﹤0.01%
400
-604
5632
$6K ﹤0.01%
768
-233
5633
$6K ﹤0.01%
229
5634
$6K ﹤0.01%
1,354
+1,264
5635
$6K ﹤0.01%
2,000
-4,644
5636
$6K ﹤0.01%
296
-515
5637
$6K ﹤0.01%
+180
5638
$6K ﹤0.01%
305
-2,532
5639
$6K ﹤0.01%
+196
5640
$6K ﹤0.01%
1,133
-3,316
5641
$6K ﹤0.01%
318
-516
5642
$6K ﹤0.01%
466
-203
5643
$6K ﹤0.01%
917
+717
5644
$6K ﹤0.01%
944
+537
5645
$6K ﹤0.01%
30
-16
5646
$6K ﹤0.01%
529
-868
5647
$6K ﹤0.01%
3,641
+1,400
5648
$6K ﹤0.01%
1,881
-4,151
5649
$6K ﹤0.01%
2,250
-16,419
5650
– –
0
224 225
226
227 228