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
5901
$3K ﹤0.01%
+185
5902
$3K ﹤0.01%
100
5903
$3K ﹤0.01%
118
+14
5904
$3K ﹤0.01%
+1,144
5905
$3K ﹤0.01%
210
5906
$3K ﹤0.01%
384
-7,641
5907
$3K ﹤0.01%
97
-21
5908
$3K ﹤0.01%
+147
5909
– –
0
5910
$3K ﹤0.01%
+224
5911
$3K ﹤0.01%
192
+117
5912
$3K ﹤0.01%
+1
5913
$3K ﹤0.01%
+137
5914
$3K ﹤0.01%
84
-1,369
5915
$3K ﹤0.01%
127
-273
5916
$3K ﹤0.01%
178
-857
5917
$3K ﹤0.01%
+126
5918
– –
0
5919
$3K ﹤0.01%
+100
5920
$3K ﹤0.01%
200
-2,537
5921
$3K ﹤0.01%
2
-14
5922
$3K ﹤0.01%
960
-200
5923
$3K ﹤0.01%
227
5924
$3K ﹤0.01%
+1,117
5925
$3K ﹤0.01%
389
-2,422
235 236
237
238 239