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
4651
$34K ﹤0.01%
1,449
-86
4652
$34K ﹤0.01%
828
+402
4653
$34K ﹤0.01%
1,640
-668
4654
$34K ﹤0.01%
1,954
+1,788
4655
$34K ﹤0.01%
+2,000
4656
$34K ﹤0.01%
1,425
+1,423
4657
$34K ﹤0.01%
1,263
+1,017
4658
$33K ﹤0.01%
3,347
+77
4659
$33K ﹤0.01%
920
-280
4660
$33K ﹤0.01%
191
+29
4661
$33K ﹤0.01%
4,688
-13,805
4662
$33K ﹤0.01%
1,254
+915
4663
$33K ﹤0.01%
3,625
-1,435
4664
$33K ﹤0.01%
132
+46
4665
$33K ﹤0.01%
2,290
+1,668
4666
$33K ﹤0.01%
5,336
+4,296
4667
$33K ﹤0.01%
807
-341
4668
$33K ﹤0.01%
379
-144
4669
$33K ﹤0.01%
788
-115,545
4670
$33K ﹤0.01%
51
-4
4671
$33K ﹤0.01%
+1,221
4672
$33K ﹤0.01%
1,756
+1,656
4673
$33K ﹤0.01%
2,191
+23
4674
$33K ﹤0.01%
3,843
-610
4675
$33K ﹤0.01%
1,391
-1,392
185 186
187
188 189