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 7.94%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5726
$5K ﹤0.01%
400
5727
$5K ﹤0.01%
500
+400
5728
$5K ﹤0.01%
277
-85
5729
$5K ﹤0.01%
97
-119
5730
$5K ﹤0.01%
17
+7
5731
$5K ﹤0.01%
1,245
-2,845
5732
$5K ﹤0.01%
10
5733
$5K ﹤0.01%
244
+213
5734
$5K ﹤0.01%
272
-2,190
5735
$5K ﹤0.01%
1,309
+919
5736
$5K ﹤0.01%
111
-226
5737
$5K ﹤0.01%
+350
5738
$5K ﹤0.01%
426
-120
5739
$5K ﹤0.01%
396
5740
– –
0
5741
$5K ﹤0.01%
1,711
-6,086
5742
$5K ﹤0.01%
303
-484
5743
$5K ﹤0.01%
5
+4
5744
$5K ﹤0.01%
628
-2,839
5745
$5K ﹤0.01%
529
-3,571
5746
$5K ﹤0.01%
+871
5747
$5K ﹤0.01%
721
-2
5748
$5K ﹤0.01%
+55
5749
$5K ﹤0.01%
403
-1,718
5750
$5K ﹤0.01%
1,112
+829
228 229
230
231 232