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
3951
$99K ﹤0.01%
6,080
+4,840
3952
$99K ﹤0.01%
2,310
-304
3953
$99K ﹤0.01%
2,632
-3,164
3954
$99K ﹤0.01%
6,825
+263
3955
$99K ﹤0.01%
+3,180
3956
$99K ﹤0.01%
+10,319
3957
$99K ﹤0.01%
22,743
-8,661
3958
$99K ﹤0.01%
10,152
-897
3959
$98K ﹤0.01%
+3,628
3960
$98K ﹤0.01%
6,000
-14,784
3961
$98K ﹤0.01%
11,621
+1,143
3962
$98K ﹤0.01%
1,348
-25,564
3963
$98K ﹤0.01%
5,044
+2,779
3964
$98K ﹤0.01%
14,025
+3,025
3965
$97K ﹤0.01%
1,245
+470
3966
$97K ﹤0.01%
5,839
+5,696
3967
$97K ﹤0.01%
3,898
-2,756
3968
$97K ﹤0.01%
6,879
-2,671
3969
$97K ﹤0.01%
61,003
+9,010
3970
$97K ﹤0.01%
1,920
+1,853
3971
$97K ﹤0.01%
7,793
+1,135
3972
$97K ﹤0.01%
2,947
-802
3973
$96K ﹤0.01%
9,400
-1,200
3974
$96K ﹤0.01%
3,284
+794
3975
$96K ﹤0.01%
9,708
+5,720
157 158
159
160 161