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
6576
– –
0
6577
– –
-145
6578
$0 ﹤0.01%
494
-2,441
6579
– –
-86,684
6580
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-94
6581
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-1
6582
$0 ﹤0.01%
2
-26
6583
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0
6584
– –
-185
6585
– –
-23
6586
– –
-2,598
6587
– –
-36
6588
– –
-542
6589
$0 ﹤0.01%
5
6590
– –
-195
6591
$0 ﹤0.01%
7
-211
6592
– –
-9
6593
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-1,843
6594
– –
0
6595
– –
-2,703
6596
– –
-927
6597
– –
-97
6598
– –
-72
6599
– –
-6,201
6600
– –
-2
262 263
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