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
5951
$3K ﹤0.01%
649
+239
5952
$3K ﹤0.01%
+2,184
5953
$3K ﹤0.01%
+1,132
5954
$3K ﹤0.01%
500
-6,074
5955
$3K ﹤0.01%
561
-1,028
5956
$3K ﹤0.01%
39,188
+37,188
5957
$3K ﹤0.01%
+700
5958
$3K ﹤0.01%
+4,100
5959
$3K ﹤0.01%
2,339
-2,934
5960
$3K ﹤0.01%
338
-345
5961
$3K ﹤0.01%
645
-605
5962
$3K ﹤0.01%
+3,189
5963
$3K ﹤0.01%
823
-987
5964
$3K ﹤0.01%
107
+105
5965
$3K ﹤0.01%
114
+61
5966
$3K ﹤0.01%
+984
5967
$3K ﹤0.01%
2,987
-6,236
5968
$3K ﹤0.01%
1,311
+1,237
5969
$2K ﹤0.01%
585
-2,364
5970
– –
0
5971
$2K ﹤0.01%
310
-2,958
5972
$2K ﹤0.01%
1,296
-3,891
5973
$2K ﹤0.01%
300
-2,153
5974
$2K ﹤0.01%
+277
5975
$2K ﹤0.01%
225
-1,775
237 238
239
240 241