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
4451
$45K ﹤0.01%
1,956
+456
4452
$45K ﹤0.01%
3,482
+1,425
4453
$45K ﹤0.01%
1,186
-100
4454
$45K ﹤0.01%
+1,936
4455
$45K ﹤0.01%
1,147
+1,082
4456
$44K ﹤0.01%
3,217
+699
4457
$44K ﹤0.01%
540
-1,738
4458
$44K ﹤0.01%
4,666
+3,715
4459
$44K ﹤0.01%
2,359
+1,335
4460
$44K ﹤0.01%
4,664
-9,116
4461
$44K ﹤0.01%
+859
4462
$44K ﹤0.01%
1,915
-267
4463
$44K ﹤0.01%
20,364
+19,364
4464
$44K ﹤0.01%
2,735
+2,727
4465
$43K ﹤0.01%
1,473
+973
4466
$43K ﹤0.01%
3,500
4467
$43K ﹤0.01%
1,619
-1,208
4468
– –
0
4469
$43K ﹤0.01%
7,021
+4,621
4470
$43K ﹤0.01%
1,353
+457
4471
$43K ﹤0.01%
2,917
+2,086
4472
$43K ﹤0.01%
+818
4473
$43K ﹤0.01%
4,295
+1,003
4474
$43K ﹤0.01%
2,428
-3,692
4475
$43K ﹤0.01%
3,176
+1,664
177 178
179
180 181