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
4601
$36K ﹤0.01%
1,510
+1,132
4602
$36K ﹤0.01%
752
+162
4603
$36K ﹤0.01%
4,500
4604
$36K ﹤0.01%
1,874
-3,225
4605
$36K ﹤0.01%
89
+17
4606
$36K ﹤0.01%
2,240
-938
4607
$36K ﹤0.01%
4,040
+17
4608
$36K ﹤0.01%
235,232
+45,502
4609
$36K ﹤0.01%
711
+296
4610
$36K ﹤0.01%
1,708
-83
4611
$36K ﹤0.01%
1,095
+39
4612
$36K ﹤0.01%
687
-1,250
4613
$36K ﹤0.01%
716
+10
4614
$35K ﹤0.01%
1,678
+1,218
4615
$35K ﹤0.01%
5,369
-4,148
4616
$35K ﹤0.01%
+73
4617
$35K ﹤0.01%
1,313
+1,244
4618
$35K ﹤0.01%
+1,725
4619
$35K ﹤0.01%
2,076
-1,514
4620
$35K ﹤0.01%
2,122
+87
4621
$35K ﹤0.01%
19,892
-32,558
4622
$35K ﹤0.01%
1,586
+485
4623
$35K ﹤0.01%
5,008
+374
4624
$35K ﹤0.01%
2,322
-9,588
4625
$35K ﹤0.01%
+1,818
183 184
185
186 187