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
5851
$4K ﹤0.01%
513
-1,208
5852
$4K ﹤0.01%
175
5853
$4K ﹤0.01%
124
5854
$4K ﹤0.01%
136
-1,800
5855
$4K ﹤0.01%
778
-198
5856
$4K ﹤0.01%
129
5857
$4K ﹤0.01%
625
+45
5858
$4K ﹤0.01%
89
-54
5859
$4K ﹤0.01%
455
-4,539
5860
$4K ﹤0.01%
2,048
-858
5861
$4K ﹤0.01%
285
+2
5862
$4K ﹤0.01%
+8,797
5863
$4K ﹤0.01%
6,675
5864
$4K ﹤0.01%
286
5865
$4K ﹤0.01%
326
-35
5866
$4K ﹤0.01%
502
-2,983
5867
$4K ﹤0.01%
1,036
+722
5868
$4K ﹤0.01%
+136
5869
$4K ﹤0.01%
82
5870
$4K ﹤0.01%
80
-1,197
5871
$4K ﹤0.01%
262
-1,872
5872
$4K ﹤0.01%
588
-1,562
5873
$4K ﹤0.01%
985
-3,233
5874
– –
0
5875
$3K ﹤0.01%
+817
233 234
235
236 237