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
6051
$2K ﹤0.01%
+58
6052
$2K ﹤0.01%
287
-93
6053
$2K ﹤0.01%
29,282
+2,020
6054
$2K ﹤0.01%
350
6055
$2K ﹤0.01%
1,546
+373
6056
$2K ﹤0.01%
+1,104
6057
$2K ﹤0.01%
+502
6058
$2K ﹤0.01%
+135
6059
$2K ﹤0.01%
249
-1,977
6060
$2K ﹤0.01%
235
-2,920
6061
$2K ﹤0.01%
947
+397
6062
$2K ﹤0.01%
1,058
+551
6063
$2K ﹤0.01%
52
-3,796
6064
$2K ﹤0.01%
+1,135
6065
$2K ﹤0.01%
318
-2,638
6066
$2K ﹤0.01%
+3,418
6067
– –
0
6068
$1K ﹤0.01%
56
-39
6069
$1K ﹤0.01%
2
6070
$1K ﹤0.01%
538
+178
6071
$1K ﹤0.01%
+151
6072
$1K ﹤0.01%
+107
6073
$1K ﹤0.01%
192
-874
6074
$1K ﹤0.01%
1,087
+544
6075
$1K ﹤0.01%
100
-249
241 242
243
244 245