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
5976
– –
-1
5977
– –
0
5978
$2K ﹤0.01%
+200
5979
$2K ﹤0.01%
52
5980
$2K ﹤0.01%
608
-2,146
5981
$2K ﹤0.01%
383
-517
5982
$2K ﹤0.01%
105
-186
5983
$2K ﹤0.01%
260
5984
$2K ﹤0.01%
832
+732
5985
$2K ﹤0.01%
249
-1,977
5986
$2K ﹤0.01%
1,357
-1,447
5987
$2K ﹤0.01%
+2
5988
$2K ﹤0.01%
585
-2,364
5989
– –
0
5990
$2K ﹤0.01%
310
-2,958
5991
$2K ﹤0.01%
1,296
-3,891
5992
$2K ﹤0.01%
300
-2,153
5993
$2K ﹤0.01%
+277
5994
$2K ﹤0.01%
225
-1,775
5995
$2K ﹤0.01%
664
-2,993
5996
$2K ﹤0.01%
426
5997
$2K ﹤0.01%
365
+61
5998
$2K ﹤0.01%
+38
5999
$2K ﹤0.01%
159
-7
6000
$2K ﹤0.01%
1
-4
238 239
240
241 242