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
3551
$187K ﹤0.01%
14,476
+2,747
3552
$187K ﹤0.01%
9,965
-16,235
3553
$186K ﹤0.01%
13,106
+1,295
3554
$186K ﹤0.01%
1,812
-12
3555
$185K ﹤0.01%
8,973
+1,473
3556
$185K ﹤0.01%
8,004
-559
3557
$185K ﹤0.01%
3,924
-18,827
3558
$185K ﹤0.01%
23,555
+2,697
3559
$185K ﹤0.01%
29,805
+3,341
3560
$185K ﹤0.01%
45,304
+20,130
3561
$185K ﹤0.01%
6,473
-2,000
3562
$184K ﹤0.01%
4,669
+4,637
3563
$184K ﹤0.01%
6,018
+2,380
3564
$184K ﹤0.01%
4,690
+2,855
3565
$183K ﹤0.01%
25,450
+1,667
3566
$183K ﹤0.01%
11,148
+8,267
3567
$183K ﹤0.01%
14,716
+1,672
3568
$183K ﹤0.01%
16,771
-35,770
3569
$182K ﹤0.01%
163
+57
3570
$181K ﹤0.01%
7,147
-9,506
3571
$181K ﹤0.01%
14,922
+12,117
3572
$181K ﹤0.01%
+10,567
3573
$181K ﹤0.01%
14,787
-5,345
3574
$181K ﹤0.01%
8,825
-4,836
3575
$181K ﹤0.01%
9,378
+5,205
141 142
143
144 145