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
5876
$3K ﹤0.01%
+817
5877
$3K ﹤0.01%
1,000
5878
$3K ﹤0.01%
178
-229
5879
$3K ﹤0.01%
+460
5880
$3K ﹤0.01%
+528
5881
$3K ﹤0.01%
15
-43
5882
$3K ﹤0.01%
166
-1,676
5883
$3K ﹤0.01%
+70
5884
$3K ﹤0.01%
+147
5885
– –
0
5886
$3K ﹤0.01%
+224
5887
$3K ﹤0.01%
192
+117
5888
$3K ﹤0.01%
293
5889
$3K ﹤0.01%
649
+239
5890
$3K ﹤0.01%
+2,184
5891
$3K ﹤0.01%
+3,189
5892
$3K ﹤0.01%
823
-987
5893
$3K ﹤0.01%
107
+105
5894
$3K ﹤0.01%
+343
5895
$3K ﹤0.01%
554
-4,466
5896
$3K ﹤0.01%
471
-1,367
5897
$3K ﹤0.01%
28
-44
5898
$3K ﹤0.01%
386
-45
5899
$3K ﹤0.01%
1,116
+116
5900
$3K ﹤0.01%
+145
234 235
236
237 238