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
6151
$1K ﹤0.01%
+800
6152
$1K ﹤0.01%
600
-2,472
6153
$1K ﹤0.01%
250
-1,574
6154
$1K ﹤0.01%
700
+618
6155
$1K ﹤0.01%
133
-1,606
6156
$1K ﹤0.01%
+10
6157
$1K ﹤0.01%
90
-1,195
6158
$1K ﹤0.01%
4,000
-147,569
6159
$1K ﹤0.01%
+1,515
6160
$1K ﹤0.01%
+1,830
6161
$1K ﹤0.01%
242
-279
6162
$1K ﹤0.01%
25
6163
$1K ﹤0.01%
+888
6164
$1K ﹤0.01%
81
-261
6165
$1K ﹤0.01%
+1,986
6166
$1K ﹤0.01%
651
-410
6167
$1K ﹤0.01%
25
6168
$1K ﹤0.01%
121
-950
6169
$1K ﹤0.01%
1
-1
6170
$1K ﹤0.01%
82
6171
$1K ﹤0.01%
1,877
-3,560
6172
– –
-55,677
6173
– –
-195,425
6174
– –
-34,284
6175
– –
-591
245 246
247
248 249