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
6526
– –
0
6527
– –
-2,213
6528
$0 ﹤0.01%
3
-3,475
6529
– –
-666
6530
– –
-2,829
6531
– –
-3
6532
$0 ﹤0.01%
2
6533
– –
-486
6534
– –
-65
6535
– –
-22
6536
– –
-7,128
6537
– –
0
6538
– –
-797
6539
– –
-46
6540
– –
-744
6541
– –
0
6542
– –
0
6543
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-180
6544
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-1
6545
– –
-414
6546
– –
-831
6547
$0 ﹤0.01%
11
-242
6548
$0 ﹤0.01%
56
-92
6549
– –
-8,034
6550
– –
-1,920
260 261
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