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
6076
$1K ﹤0.01%
+262
6077
$1K ﹤0.01%
7
6078
$1K ﹤0.01%
116
-6,884
6079
$1K ﹤0.01%
203
+21
6080
$1K ﹤0.01%
+89
6081
$1K ﹤0.01%
100
-714
6082
$1K ﹤0.01%
100
6083
$1K ﹤0.01%
68
-570
6084
$1K ﹤0.01%
59
-1,473
6085
$1K ﹤0.01%
56
-1,064
6086
$1K ﹤0.01%
+53
6087
$1K ﹤0.01%
130
-336
6088
$1K ﹤0.01%
+164
6089
$1K ﹤0.01%
+263
6090
$1K ﹤0.01%
+547
6091
$1K ﹤0.01%
+35
6092
$1K ﹤0.01%
+114
6093
$1K ﹤0.01%
44
-125
6094
– –
0
6095
$1K ﹤0.01%
+122
6096
$1K ﹤0.01%
90
-35
6097
$1K ﹤0.01%
999
-631
6098
$1K ﹤0.01%
+100
6099
$1K ﹤0.01%
+279
6100
– –
0
242 243
244
245 246