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
5751
$5K ﹤0.01%
+594
5752
$5K ﹤0.01%
200
-1,246
5753
$5K ﹤0.01%
1,753
+1,021
5754
$5K ﹤0.01%
+166
5755
$5K ﹤0.01%
+100
5756
$5K ﹤0.01%
200
5757
$5K ﹤0.01%
+174
5758
$5K ﹤0.01%
462
-570
5759
$5K ﹤0.01%
+3,731
5760
– –
-1
5761
$5K ﹤0.01%
400
+300
5762
$5K ﹤0.01%
380
-280
5763
$5K ﹤0.01%
5,500
-7,605
5764
$5K ﹤0.01%
314
-366
5765
$5K ﹤0.01%
1,341
+264
5766
$5K ﹤0.01%
1,205
+84
5767
$5K ﹤0.01%
8,096
+7,996
5768
$5K ﹤0.01%
591
+60
5769
$5K ﹤0.01%
762
-540
5770
$5K ﹤0.01%
2,568
-8
5771
$5K ﹤0.01%
548
+498
5772
$5K ﹤0.01%
1,860
+657
5773
$5K ﹤0.01%
2,216
+1,030
5774
$4K ﹤0.01%
175
5775
– –
0
229 230
231
232 233