U

UBS Portfolio holdings

AUM $109B
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.36%
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
6,890
New
Increased
Reduced
Closed

Top Buys

1
+$185M
2
+$157M
3
+$142M
4
SWK icon
Stanley Black & Decker
SWK
+$133M
5
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$132M

Top Sells

1
+$308M
2
+$287M
3
+$179M
4
APD icon
Air Products & Chemicals
APD
+$140M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$121M

Sector Composition

1 Energy 12.17%
2 Healthcare 8.59%
3 Technology 7.94%
4 Financials 7.75%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3251
$303K ﹤0.01%
6,998
-7,016
3252
$302K ﹤0.01%
24,178
+10,753
3253
$302K ﹤0.01%
10,882
+10,216
3254
$301K ﹤0.01%
6,331
+2,378
3255
$300K ﹤0.01%
+60,000
3256
$300K ﹤0.01%
21,000
+20,146
3257
$299K ﹤0.01%
19,213
-509
3258
$299K ﹤0.01%
6,007
-1,828
3259
$299K ﹤0.01%
15,807
+10,150
3260
$299K ﹤0.01%
6,040
-1,173
3261
$298K ﹤0.01%
27,166
-16,187
3262
$298K ﹤0.01%
21,434
+19,827
3263
$297K ﹤0.01%
53
-91
3264
$297K ﹤0.01%
3,313
+1,152
3265
$297K ﹤0.01%
15,768
+12,404
3266
$297K ﹤0.01%
4,435
+1,892
3267
$297K ﹤0.01%
5,256
+2,869
3268
$297K ﹤0.01%
523
+310
3269
$297K ﹤0.01%
10,215
-2,351
3270
$297K ﹤0.01%
111,116
+15,977
3271
$295K ﹤0.01%
7,577
-10,872
3272
$295K ﹤0.01%
20,387
-27,031
3273
$295K ﹤0.01%
5,047
-1,032
3274
$294K ﹤0.01%
12,365
-3,064
3275
$294K ﹤0.01%
1,133
+375
129 130
131
132 133