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
5776
– –
0
5777
$4K ﹤0.01%
716
+294
5778
$4K ﹤0.01%
5
-6
5779
$4K ﹤0.01%
+255
5780
$4K ﹤0.01%
251
-1,614
5781
$4K ﹤0.01%
204
+71
5782
– –
0
5783
$4K ﹤0.01%
+150
5784
$4K ﹤0.01%
1
5785
$4K ﹤0.01%
200
-617
5786
$4K ﹤0.01%
1,801
-5,271
5787
$4K ﹤0.01%
2,109
-13,458
5788
$4K ﹤0.01%
395
-18,215
5789
$4K ﹤0.01%
300
5790
$4K ﹤0.01%
1,362
-7,435
5791
$4K ﹤0.01%
2,754
-2,964
5792
$4K ﹤0.01%
+230
5793
$4K ﹤0.01%
100
-42
5794
$4K ﹤0.01%
+78
5795
$4K ﹤0.01%
61
-3,846
5796
$4K ﹤0.01%
188
-1,486
5797
$4K ﹤0.01%
416
5798
$4K ﹤0.01%
168
-247
5799
$4K ﹤0.01%
+190
5800
$4K ﹤0.01%
4
-3
230 231
232
233 234