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
4301
$57K ﹤0.01%
7,146
+758
4302
$57K ﹤0.01%
1,109
+915
4303
$56K ﹤0.01%
1,324
-26
4304
$56K ﹤0.01%
+9,285
4305
$56K ﹤0.01%
+2,431
4306
$56K ﹤0.01%
5,587
+4,925
4307
$56K ﹤0.01%
1,474
+982
4308
$56K ﹤0.01%
748
+499
4309
$56K ﹤0.01%
480
+66
4310
$56K ﹤0.01%
1,704
-1,122
4311
$56K ﹤0.01%
1,893
+1,633
4312
$56K ﹤0.01%
1,822
-16
4313
$56K ﹤0.01%
1,939
+1,564
4314
$56K ﹤0.01%
2,409
-73
4315
$56K ﹤0.01%
1,395
-2,254
4316
$56K ﹤0.01%
965
+115
4317
$56K ﹤0.01%
6,887
+5,801
4318
$55K ﹤0.01%
3,426
+779
4319
$55K ﹤0.01%
3,867
-5,993
4320
$55K ﹤0.01%
+3,388
4321
$55K ﹤0.01%
519
-2,548
4322
$55K ﹤0.01%
235
+113
4323
$55K ﹤0.01%
3,962
4324
$55K ﹤0.01%
4,307
-48,634
4325
$55K ﹤0.01%
4,308
-1,440
171 172
173
174 175