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
5701
$6K ﹤0.01%
430
-1,717
5702
$5K ﹤0.01%
+451
5703
$5K ﹤0.01%
1,817
-1,397
5704
$5K ﹤0.01%
+352
5705
$5K ﹤0.01%
354
+220
5706
– –
0
5707
$5K ﹤0.01%
200
-2,592
5708
$5K ﹤0.01%
400
5709
$5K ﹤0.01%
500
+400
5710
$5K ﹤0.01%
277
-85
5711
$5K ﹤0.01%
97
-119
5712
$5K ﹤0.01%
17
+7
5713
$5K ﹤0.01%
1,245
-2,845
5714
$5K ﹤0.01%
10
5715
$5K ﹤0.01%
244
+213
5716
$5K ﹤0.01%
272
-2,190
5717
$5K ﹤0.01%
1,309
+919
5718
$5K ﹤0.01%
111
-226
5719
$5K ﹤0.01%
+350
5720
$5K ﹤0.01%
+3,673
5721
$5K ﹤0.01%
+129
5722
$5K ﹤0.01%
426
-120
5723
$5K ﹤0.01%
396
5724
– –
0
5725
$5K ﹤0.01%
1,711
-6,086
227 228
229
230 231