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
3726
$144K ﹤0.01%
5,742
-2,665
3727
$143K ﹤0.01%
3,289
+1,692
3728
$143K ﹤0.01%
16,095
+13,939
3729
$143K ﹤0.01%
10,072
+580
3730
$142K ﹤0.01%
1,956
-1,520
3731
$142K ﹤0.01%
25,161
-34,783
3732
$142K ﹤0.01%
4,900
-405
3733
$142K ﹤0.01%
19,975
+16,271
3734
$142K ﹤0.01%
12,406
-2,483
3735
$142K ﹤0.01%
416
+76
3736
$141K ﹤0.01%
32,949
-32,082
3737
$141K ﹤0.01%
13,174
+3,120
3738
$141K ﹤0.01%
7,715
+3,397
3739
$141K ﹤0.01%
7,003
+1,595
3740
$140K ﹤0.01%
4,208
+1,533
3741
$140K ﹤0.01%
15,046
+4,059
3742
$140K ﹤0.01%
9,736
-783
3743
$140K ﹤0.01%
7,146
+3,556
3744
$140K ﹤0.01%
12,700
-500
3745
$140K ﹤0.01%
8,329
+1,328
3746
$140K ﹤0.01%
6,332
+5,739
3747
$140K ﹤0.01%
14,847
-26,001
3748
$140K ﹤0.01%
13,284
+12,065
3749
$140K ﹤0.01%
70,673
+11,666
3750
$139K ﹤0.01%
8,266
-3,679
148 149
150
151 152