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
4351
$52K ﹤0.01%
6,576
+6,264
4352
$52K ﹤0.01%
1,073
+28
4353
$52K ﹤0.01%
1,781
+1,481
4354
$52K ﹤0.01%
4,000
-1,708
4355
$52K ﹤0.01%
+3,100
4356
$52K ﹤0.01%
8,261
+5,560
4357
$52K ﹤0.01%
5,071
+3,420
4358
$52K ﹤0.01%
5,552
+4,934
4359
$52K ﹤0.01%
1,217
+732
4360
$52K ﹤0.01%
1,059
4361
$51K ﹤0.01%
731
-1,216
4362
$51K ﹤0.01%
+1,155
4363
$51K ﹤0.01%
2,311
+2,062
4364
$51K ﹤0.01%
4,993
+4,493
4365
$51K ﹤0.01%
3,736
+736
4366
$51K ﹤0.01%
3,226
+3,123
4367
$51K ﹤0.01%
2,989
+44
4368
$51K ﹤0.01%
8,194
-59,971
4369
$51K ﹤0.01%
4,232
+732
4370
$51K ﹤0.01%
1,279
+344
4371
$51K ﹤0.01%
1,006
+77
4372
$51K ﹤0.01%
2,658
+528
4373
$50K ﹤0.01%
1,686
-1,180
4374
$50K ﹤0.01%
5,104
-24,400
4375
$50K ﹤0.01%
136
-4
173 174
175
176 177