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
4276
$58K ﹤0.01%
2,180
+1,348
4277
$58K ﹤0.01%
2,390
+1,323
4278
$58K ﹤0.01%
4,615
-7,230
4279
$58K ﹤0.01%
3,535
+1,443
4280
$58K ﹤0.01%
5,775
4281
$58K ﹤0.01%
2,206
+170
4282
$58K ﹤0.01%
6,179
+2,639
4283
$58K ﹤0.01%
2,880
+2,229
4284
$58K ﹤0.01%
10,848
-17,945
4285
$58K ﹤0.01%
29,771
+13,791
4286
$57K ﹤0.01%
3,362
-282
4287
$57K ﹤0.01%
1,722
+972
4288
$57K ﹤0.01%
1,650
+1,511
4289
$57K ﹤0.01%
7,383
-47,962
4290
$57K ﹤0.01%
+7,458
4291
$57K ﹤0.01%
6,130
+4,758
4292
$57K ﹤0.01%
977
+451
4293
$57K ﹤0.01%
+1,333
4294
$57K ﹤0.01%
229
+227
4295
$57K ﹤0.01%
+2,762
4296
$57K ﹤0.01%
1,350
-8,380
4297
$57K ﹤0.01%
450
+36
4298
$57K ﹤0.01%
621
-419
4299
$57K ﹤0.01%
3,464
-640
4300
$57K ﹤0.01%
5,596
170 171
172
173 174