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
4576
$37K ﹤0.01%
874
-693
4577
$37K ﹤0.01%
+2,950
4578
$37K ﹤0.01%
1,458
-4,371
4579
$37K ﹤0.01%
3,200
-63
4580
$37K ﹤0.01%
93
-206
4581
$37K ﹤0.01%
4,527
+95
4582
$37K ﹤0.01%
1,911
+727
4583
$37K ﹤0.01%
1,696
+1,327
4584
$37K ﹤0.01%
705
+624
4585
$37K ﹤0.01%
6,337
-304
4586
$37K ﹤0.01%
1,816
+986
4587
$37K ﹤0.01%
+2,262
4588
$37K ﹤0.01%
2,785
-3,397
4589
$37K ﹤0.01%
1,972
-267
4590
$37K ﹤0.01%
947
+336
4591
$37K ﹤0.01%
2,879
+460
4592
$37K ﹤0.01%
413
4593
$37K ﹤0.01%
1,361
+1,234
4594
$37K ﹤0.01%
+3,180
4595
$36K ﹤0.01%
+3,008
4596
$36K ﹤0.01%
1,370
-1,266
4597
$36K ﹤0.01%
1,116
-1,556
4598
$36K ﹤0.01%
1,581
+569
4599
$36K ﹤0.01%
4,206
+3,154
4600
$36K ﹤0.01%
2,238
+574
182 183
184
185 186