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
4226
$63K ﹤0.01%
10,467
-1,494
4227
$63K ﹤0.01%
1,344
-911
4228
$62K ﹤0.01%
3,813
+3,609
4229
$62K ﹤0.01%
2,579
+1,179
4230
$62K ﹤0.01%
909
-3,022
4231
$62K ﹤0.01%
2,752
-2,074
4232
$62K ﹤0.01%
883
-198
4233
$62K ﹤0.01%
3,116
-685
4234
$62K ﹤0.01%
967
+717
4235
$62K ﹤0.01%
4,749
+2,143
4236
$62K ﹤0.01%
4,501
+925
4237
$62K ﹤0.01%
1,323
+637
4238
$62K ﹤0.01%
5,608
+3,065
4239
$62K ﹤0.01%
307
+298
4240
$62K ﹤0.01%
+6,440
4241
$62K ﹤0.01%
10,860
+7,080
4242
$61K ﹤0.01%
1,077
-1,556
4243
$61K ﹤0.01%
2,256
+728
4244
$61K ﹤0.01%
4,000
4245
$61K ﹤0.01%
5,899
+760
4246
$61K ﹤0.01%
2,448
+2,287
4247
$61K ﹤0.01%
3,411
+1,451
4248
$61K ﹤0.01%
1,188
4249
$61K ﹤0.01%
539
+66
4250
$61K ﹤0.01%
4,246
+2,445
168 169
170
171 172