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
5801
$4K ﹤0.01%
+610
5802
$4K ﹤0.01%
893
+100
5803
$4K ﹤0.01%
570
+153
5804
$4K ﹤0.01%
800
5805
$4K ﹤0.01%
1,100
-1,521
5806
$4K ﹤0.01%
+200
5807
$4K ﹤0.01%
2,918
+1,837
5808
$4K ﹤0.01%
310
-3,048
5809
$4K ﹤0.01%
2,308
-305
5810
$4K ﹤0.01%
+1
5811
$4K ﹤0.01%
289
-401
5812
$4K ﹤0.01%
38
-16
5813
$4K ﹤0.01%
+224
5814
$4K ﹤0.01%
217
-6,553
5815
$4K ﹤0.01%
121
+35
5816
$4K ﹤0.01%
181
-1,575
5817
$4K ﹤0.01%
1,534
+1,284
5818
$4K ﹤0.01%
500
-1,451
5819
$4K ﹤0.01%
221
-287
5820
$4K ﹤0.01%
450
-3,654
5821
$4K ﹤0.01%
300
5822
$4K ﹤0.01%
+55
5823
$4K ﹤0.01%
+781
5824
$4K ﹤0.01%
3,553
+615
5825
$4K ﹤0.01%
161
-5,497
231 232
233
234 235